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WealthPLAN Partners’s iShares US Consumer Staples ETF IYK Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-1,503
Closed -$58 – 1017
2016
Q2 		$58 Buy
+1,503
New +$56.5K ﹤0.01% 2448

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RIG
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Bank of America
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Envestnet Asset Management
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CIBC Asset Management
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UBS Group
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UCFA
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Goldman Sachs
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RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return