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Asset Dedication LLC’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Asset Dedication LLC’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
2016
Q4 		– Sell
-876
Closed -$32K – 404
2016
Q3 		$32K Buy
+876
New +$32.4K 0.02% 221
2016
Q1 		– Sell
-876
Closed -$32K – 528
2015
Q4 		$32K Buy
+876
New +$31.9K 0.02% 272

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AssetMark Inc
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Asset Dedication LLC's IYC Position: Q4 2016 in Review

Asset Dedication LLC sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2016, closing a stake of 876 shares — an estimated $32K sold.

Asset Dedication LLC first reported a position in IYC in Q4 2015 and held it in 2 quarters. The position peaked at $32K in Q3 2016. 123 funds tracked by Wall St. Rank hold IYC as of Q4 2016.

  • Asset Dedication LLC reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2016 after selling out during the quarter.
  • Asset Dedication LLC sold 876 iShares US Consumer Discretionary ETF shares in Q4 2016, an estimated $32K.
  • Asset Dedication LLC first reported a position in iShares US Consumer Discretionary ETF in Q4 2015 and held it in 2 quarters.
  • Asset Dedication LLC's iShares US Consumer Discretionary ETF position peaked at $32K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2016.

Based on Asset Dedication LLC's 13F filing for Q4 2016, filed 17 Jan 2017.