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Transamerica Financial Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

Transamerica Financial Advisors’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
2015
Q2 		– Sell
-5,913
Closed -$209K – 914
2015
Q1 		$209K Buy
+5,913
New +$208K 0.01% 323

Other funds holding IYK

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Transamerica Financial Advisors's IYK Position: Q2 2015 in Review

Transamerica Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q2 2015, closing a stake of 5,913 shares — an estimated $209K sold.

Transamerica Financial Advisors first reported a position in IYK in Q1 2015 and held it in 1 quarter. The position peaked at $209K in Q1 2015. 85 funds tracked by Wall St. Rank hold IYK as of Q2 2015.

  • Transamerica Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q2 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5,913 iShares US Consumer Staples ETF shares in Q2 2015, an estimated $209K.
  • Transamerica Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q1 2015 and held it in 1 quarter.
  • Transamerica Financial Advisors's iShares US Consumer Staples ETF position peaked at $209K in Q1 2015.
  • 85 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2015.

Based on Transamerica Financial Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.