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

US 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
2016 Q1	–	Sell	-231	Closed	-$8K	–	553
2015 Q4	$8K	Hold	231	–	–	0.01%	339
2015 Q3	$8K	Hold	231	–	–	0.01%	273
2015 Q2	$8K	Hold	231	–	–	0.01%	245
2015 Q1	$8K	Hold	231	–	–	0.01%	281
2014 Q4	$8K	Buy	+231	New	+$7.91K	0.01%	259

Other funds holding IYK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Financial Advisors's IYK Position: Q1 2016 in Review

US Financial Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2016, closing a stake of 231 shares — an estimated $8K sold.

US Financial Advisors first reported a position in IYK in Q4 2014 and held it in 5 quarters. The position peaked at $8K in Q4 2015. 91 funds tracked by Wall St. Rank hold IYK as of Q1 2016.

US Financial Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 231 iShares US Consumer Staples ETF shares in Q1 2016, an estimated $8K.
US Financial Advisors first reported a position in iShares US Consumer Staples ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's iShares US Consumer Staples ETF position peaked at $8K in Q4 2015.
91 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.