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Towerpoint Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Towerpoint Wealth’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-150
Closed -$6K – 70
2019
Q3 		$6K Buy
+150
New +$6.2K ﹤0.01% 81

Other funds holding IYK

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Towerpoint Wealth's IYK Position: Q4 2019 in Review

Towerpoint Wealth sold out of iShares US Consumer Staples ETF (IYK) in Q4 2019, closing a stake of 150 shares — an estimated $6K sold.

Towerpoint Wealth first reported a position in IYK in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 115 funds tracked by Wall St. Rank hold IYK as of Q4 2019.

  • Towerpoint Wealth reported no remaining iShares US Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
  • Towerpoint Wealth sold 150 iShares US Consumer Staples ETF shares in Q4 2019, an estimated $6K.
  • Towerpoint Wealth first reported a position in iShares US Consumer Staples ETF in Q3 2019 and held it in 1 quarter.
  • Towerpoint Wealth's iShares US Consumer Staples ETF position peaked at $6K in Q3 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2019.

Based on Towerpoint Wealth's 13F filing for Q4 2019, filed 15 Jan 2020.