Ashburton (Jersey)’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Ashburton (Jersey)’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 Q2	–	Sell	-1,280	Closed	-$65K	–	108
2019 Q1	$65K	Hold	1,280	–	–	0.03%	38
2018 Q4	$58K	Hold	1,280	–	–	0.03%	52
2018 Q3	$68K	Hold	1,280	–	–	0.03%	61
2018 Q2	$62K	Buy	+1,280	New	+$60.3K	0.03%	59

Other funds holding IYC

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BDS

Banco de Sabadell Miami, Florida $170M AUM 26.61% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Ashburton (Jersey)'s IYC Position: Q2 2019 in Review

Ashburton (Jersey) sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2019, closing a stake of 1,280 shares — an estimated $65K sold.

Ashburton (Jersey) first reported a position in IYC in Q2 2018 and held it in 4 quarters. The position peaked at $68K in Q3 2018. 175 funds tracked by Wall St. Rank hold IYC as of Q2 2019.

Ashburton (Jersey) reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
Ashburton (Jersey) sold 1,280 iShares US Consumer Discretionary ETF shares in Q2 2019, an estimated $65K.
Ashburton (Jersey) first reported a position in iShares US Consumer Discretionary ETF in Q2 2018 and held it in 4 quarters.
Ashburton (Jersey)'s iShares US Consumer Discretionary ETF position peaked at $68K in Q3 2018.
175 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2019.

Based on Ashburton (Jersey)'s 13F filing for Q2 2019, filed 26 Jul 2019.