Advisor Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Advisor Partners’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
2019 Q1	–	Sell	-5,000	Closed	-$226K	–	648
2018 Q4	$226K	Sell	5,000 -472	-9%	-$23K	0.04%	499
2018 Q3	$290K	Buy	5,472 +1,092	+25%	+$55.6K	0.04%	460
2018 Q2	$212K	Buy	+4,380	New	+$206K	0.04%	529
2018 Q1	–	Sell	-4,296	Closed	-$206K	–	589
2017 Q4	$206K	Buy	+4,296	New	+$183K	0.04%	536

Other funds holding IYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Advisor Partners's IYC Position: Q1 2019 in Review

Advisor Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 5,000 shares — an estimated $226K sold.

Advisor Partners first reported a position in IYC in Q4 2017 and held it in 4 quarters. The position peaked at $290K in Q3 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

Advisor Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
Advisor Partners sold 5,000 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $226K.
Advisor Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2017 and held it in 4 quarters.
Advisor Partners's iShares US Consumer Discretionary ETF position peaked at $290K in Q3 2018.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on Advisor Partners's 13F filing for Q1 2019, filed 23 Apr 2019.