Atherton Lane Advisers’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Atherton Lane Advisers’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 Q4	$958K	Sell	26,480 -540	-2%	-$19.7K	0.06%	100
2015 Q3	$929K	Hold	27,020	–	–	0.06%	102
2015 Q2	$967K	Sell	27,020 -120	-0.4%	-$4.34K	0.05%	109
2015 Q1	$978K	Hold	27,140	–	–	0.05%	118
2014 Q4	$935K	Buy	27,140 +460	+2%	+$14.9K	0.05%	125
2014 Q3	$830K	Buy	26,680 +1,300	+5%	+$40.7K	0.05%	144
2014 Q2	$783K	Buy	+25,380	New	+$764K	0.04%	144

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Atherton Lane Advisers's IYC Position: Q4 2015 in Review

Atherton Lane Advisers reduced its iShares US Consumer Discretionary ETF (IYC) stake by 2% in Q4 2015, selling an estimated $19.7K and leaving 26,480 shares worth $958K. The position accounts for 0.06% of the portfolio, ranked #100.

Atherton Lane Advisers first reported a position in IYC in Q2 2014 and has held it in 7 quarters since. The position peaked at $978K in Q1 2015. 122 funds tracked by Wall St. Rank hold IYC as of Q4 2015.

Atherton Lane Advisers held 26,480 shares of iShares US Consumer Discretionary ETF worth $958K as of Q4 2015.
Atherton Lane Advisers sold 540 iShares US Consumer Discretionary ETF shares in Q4 2015, an estimated $19.7K.
iShares US Consumer Discretionary ETF made up 0.06% of Atherton Lane Advisers's portfolio in Q4 2015, its #100 holding.
Atherton Lane Advisers first reported a position in iShares US Consumer Discretionary ETF in Q2 2014 and has held it in 7 quarters since.
Atherton Lane Advisers's iShares US Consumer Discretionary ETF position peaked at $978K in Q1 2015.
122 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.