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

WFG 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
Q3 		– Sell
-786
Closed -$30K – 1630
2016
Q2 		$30K Hold
786
– – 0.01% 827
2016
Q1 		$29K Buy
786
+765
+3,643% +$27.2K 0.01% 801
2015
Q4 		$1K Buy
+21
New +$758 ﹤0.01% 1465
2014
Q4 		– Sell
-4,284
Closed -$141K – 2163
2014
Q3 		$141K Buy
4,284
+3
+0.1% +$99 0.03% 541
2014
Q2 		$142K Buy
4,281
+3
+0.1% +$97 0.03% 542
2014
Q1 		$136K Buy
4,278
+3
+0.1% +$93 0.03% 536
2013
Q4 		$136K Sell
4,275
-1,332
-24% -$41.5K 0.02% 629
2013
Q3 		$167K Buy
5,607
+1,341
+31% +$40.2K 0.03% 539
2013
Q2 		$123K Buy
+4,266
New +$124K 0.02% 592

Other funds holding IYK

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WFG Advisors's IYK Position: Q3 2016 in Review

WFG Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q3 2016, closing a stake of 786 shares — an estimated $30K sold.

WFG Advisors first reported a position in IYK in Q2 2013 and held it in 9 quarters. The position peaked at $167K in Q3 2013. 98 funds tracked by Wall St. Rank hold IYK as of Q3 2016.

  • WFG Advisors reported no remaining iShares US Consumer Staples ETF position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 786 iShares US Consumer Staples ETF shares in Q3 2016, an estimated $30K.
  • WFG Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2013 and held it in 9 quarters.
  • WFG Advisors's iShares US Consumer Staples ETF position peaked at $167K in Q3 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.