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1919 Investment Counsel’s iShares US Consumer Discretionary ETF IYC Stock Holding History

1919 Investment Counsel’s Portfolio IYC Stock Details IYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-400
Closed -$13K – 1029
2014
Q2 		$13K Buy
+400
New +$12K ﹤0.01% 868

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

1919 Investment Counsel's IYC Position: Q3 2014 in Review

1919 Investment Counsel sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2014, closing a stake of 400 shares — an estimated $13K sold.

1919 Investment Counsel first reported a position in IYC in Q2 2014 and held it in 1 quarter. The position peaked at $13K in Q2 2014. 84 funds tracked by Wall St. Rank hold IYC as of Q3 2014.

  • 1919 Investment Counsel reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2014 after selling out during the quarter.
  • 1919 Investment Counsel sold 400 iShares US Consumer Discretionary ETF shares in Q3 2014, an estimated $13K.
  • 1919 Investment Counsel first reported a position in iShares US Consumer Discretionary ETF in Q2 2014 and held it in 1 quarter.
  • 1919 Investment Counsel's iShares US Consumer Discretionary ETF position peaked at $13K in Q2 2014.
  • 84 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.