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

YorkBridge Wealth 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
2019 Q3	–	Sell	-900	Closed	-$36K	–	419
2019 Q2	$36K	Hold	900	–	–	0.02%	403
2019 Q1	$36K	Hold	900	–	–	0.02%	392
2018 Q4	$32K	Hold	900	–	–	0.02%	374
2018 Q3	$36K	Hold	900	–	–	0.02%	392
2018 Q2	$35K	Hold	900	–	–	0.02%	404
2018 Q1	$36K	Hold	900	–	–	0.02%	406
2017 Q4	$36K	Hold	900	–	–	0.02%	407
2017 Q3	$36K	Hold	900	–	–	0.02%	418
2017 Q2	$37K	Hold	900	–	–	0.02%	408
2017 Q1	$35K	Hold	900	–	–	0.02%	415
2016 Q4	$33K	Buy	+900	New	+$33.3K	0.02%	410

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

YorkBridge Wealth Partners's IYK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Consumer Staples ETF (IYK) in Q3 2019, closing a stake of 900 shares — an estimated $36K sold.

YorkBridge Wealth Partners first reported a position in IYK in Q4 2016 and held it in 11 quarters. The position peaked at $37K in Q2 2017. 109 funds tracked by Wall St. Rank hold IYK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Consumer Staples ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 900 iShares US Consumer Staples ETF shares in Q3 2019, an estimated $36K.
YorkBridge Wealth Partners first reported a position in iShares US Consumer Staples ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Consumer Staples ETF position peaked at $37K in Q2 2017.
109 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.