Whitener Capital Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-525	Closed	-$22K	–	283
2019 Q3	$22K	Hold	525	–	–	0.01%	292
2019 Q2	$21K	Hold	525	–	–	0.01%	288
2019 Q1	$20K	Hold	525	–	–	0.01%	286
2018 Q4	$18K	Hold	525	–	–	0.01%	270
2018 Q3	$20K	Buy	+525	New	+$21K	0.01%	279
2018 Q2	–	Sell	-525	Closed	-$20K	–	262
2018 Q1	$20K	Hold	525	–	–	0.02%	276
2017 Q4	$22K	Buy	+525	New	+$21.6K	0.02%	249

Other funds holding IYK

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

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

RIG

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

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

RJA

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Whitener Capital Management's IYK Position: Q4 2019 in Review

Whitener Capital Management sold out of iShares US Consumer Staples ETF (IYK) in Q4 2019, closing a stake of 525 shares — an estimated $22K sold.

Whitener Capital Management first reported a position in IYK in Q4 2017 and held it in 7 quarters. The position peaked at $22K in Q3 2019. 115 funds tracked by Wall St. Rank hold IYK as of Q4 2019.

Whitener Capital Management reported no remaining iShares US Consumer Staples ETF position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 525 iShares US Consumer Staples ETF shares in Q4 2019, an estimated $22K.
Whitener Capital Management first reported a position in iShares US Consumer Staples ETF in Q4 2017 and held it in 7 quarters.
Whitener Capital Management's iShares US Consumer Staples ETF position peaked at $22K in Q3 2019.
115 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.