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Winslow Evans & Crocker’s iShares US Consumer Staples ETF IYK Stock Holding History

Winslow Evans & Crocker’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
2017
Q3 		– Sell
-105
Closed -$4.26K – 1192
2017
Q2 		$4.26K Sell
105
-3
-3% -$121 ﹤0.01% 1087
2017
Q1 		$4.16K Sell
108
-3,000
-97% -$116K ﹤0.01% 1061
2016
Q4 		$115K Sell
3,108
-300
-9% -$11.1K 0.04% 381
2016
Q3 		$129K Sell
3,408
-78
-2% -$3.02K 0.04% 358
2016
Q2 		$134K Buy
3,486
+1,239
+55% +$46.6K 0.04% 331
2016
Q1 		$84.3K Sell
2,247
-171
-7% -$6.08K 0.03% 405
2015
Q4 		$87.3K Hold
2,418
– – 0.03% 425
2015
Q3 		$82.6K Hold
2,418
– – 0.03% 424
2015
Q2 		$84.4K Hold
2,418
– – 0.02% 456
2015
Q1 		$85K Hold
2,418
– – 0.02% 450
2014
Q4 		$84.3K Hold
2,418
– – 0.02% 443
2014
Q3 		$79.5K Buy
2,418
+3
+0.1% +$99 0.02% 470
2014
Q2 		$79.9K Buy
2,415
+420
+21% +$13.6K 0.03% 414
2014
Q1 		$63.3K Hold
1,995
– – 0.02% 445
2013
Q4 		$64K Buy
+1,995
New +$62.1K 0.02% 472

Other funds holding IYK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
TSS
Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Winslow Evans & Crocker's IYK Position: Q3 2017 in Review

Winslow Evans & Crocker sold out of iShares US Consumer Staples ETF (IYK) in Q3 2017, closing a stake of 105 shares — an estimated $4.26K sold.

Winslow Evans & Crocker first reported a position in IYK in Q4 2013 and held it in 15 quarters. The position peaked at $134K in Q2 2016. 95 funds tracked by Wall St. Rank hold IYK as of Q3 2017.

  • Winslow Evans & Crocker reported no remaining iShares US Consumer Staples ETF position as of Q3 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 105 iShares US Consumer Staples ETF shares in Q3 2017, an estimated $4.26K.
  • Winslow Evans & Crocker first reported a position in iShares US Consumer Staples ETF in Q4 2013 and held it in 15 quarters.
  • Winslow Evans & Crocker's iShares US Consumer Staples ETF position peaked at $134K in Q2 2016.
  • 95 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2017.

Based on Winslow Evans & Crocker's 13F filing for Q3 2017, filed 19 Oct 2017.