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IYK icon

Veritable’s iShares US Consumer Staples ETF IYK Stock Holding History

Veritable’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
2014
Q1 		– Sell
-750
Closed -$24K – 967
2013
Q4 		$24K Buy
+750
New +$23.3K ﹤0.01% 944

Other funds holding IYK

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Veritable's IYK Position: Q1 2014 in Review

Veritable sold out of iShares US Consumer Staples ETF (IYK) in Q1 2014, closing a stake of 750 shares — an estimated $24K sold.

Veritable first reported a position in IYK in Q4 2013 and held it in 1 quarter. The position peaked at $24K in Q4 2013. 63 funds tracked by Wall St. Rank hold IYK as of Q1 2014.

  • Veritable reported no remaining iShares US Consumer Staples ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 750 iShares US Consumer Staples ETF shares in Q1 2014, an estimated $24K.
  • Veritable first reported a position in iShares US Consumer Staples ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's iShares US Consumer Staples ETF position peaked at $24K in Q4 2013.
  • 63 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.