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Arrow Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Arrow Investment Advisors’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
2015
Q2 		– Sell
-499,048
Closed -$18M – 81
2015
Q1 		$18M Buy
+499,048
New +$17.6M 3.3% 15
2014
Q2 		– Sell
-348,280
Closed -$10.5M – 62
2014
Q1 		$10.5M Sell
348,280
-56,800
-14% -$1.71M 1.94% 18
2013
Q4 		$12.3M Sell
405,080
-66,800
-14% -$1.94M 2.36% 16
2013
Q3 		$13M Sell
471,880
-12,000
-2% -$323K 2.99% 15
2013
Q2 		$12.4M Buy
+483,880
New +$12.3M 2.67% 18

Other funds holding IYC

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Arrow Investment Advisors's IYC Position: Q2 2015 in Review

Arrow Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2015, closing a stake of 499,048 shares — an estimated $18M sold.

Arrow Investment Advisors first reported a position in IYC in Q2 2013 and held it in 5 quarters. The position peaked at $18M in Q1 2015. 112 funds tracked by Wall St. Rank hold IYC as of Q2 2015.

  • Arrow Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2015 after selling out during the quarter.
  • Arrow Investment Advisors sold 499,048 iShares US Consumer Discretionary ETF shares in Q2 2015, an estimated $18M.
  • Arrow Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 5 quarters.
  • Arrow Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $18M in Q1 2015.
  • 112 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2015.

Based on Arrow Investment Advisors's 13F filing for Q2 2015, filed 28 Jul 2015.