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

Aveo Capital 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
2017
Q3 		– Sell
-41,224
Closed -$1.69M – 141
2017
Q2 		$1.69M Buy
41,224
+772
+2% +$31.8K 0.6% 29
2017
Q1 		$1.63M Buy
40,452
+3,008
+8% +$118K 0.6% 25
2016
Q4 		$1.41M Buy
+37,444
New +$1.39M 0.4% 43

Other funds holding IYC

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Aveo Capital Partners's IYC Position: Q3 2017 in Review

Aveo Capital Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2017, closing a stake of 41,224 shares — an estimated $1.69M sold.

Aveo Capital Partners first reported a position in IYC in Q4 2016 and held it in 3 quarters. The position peaked at $1.69M in Q2 2017. 124 funds tracked by Wall St. Rank hold IYC as of Q3 2017.

  • Aveo Capital Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2017 after selling out during the quarter.
  • Aveo Capital Partners sold 41,224 iShares US Consumer Discretionary ETF shares in Q3 2017, an estimated $1.69M.
  • Aveo Capital Partners first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 3 quarters.
  • Aveo Capital Partners's iShares US Consumer Discretionary ETF position peaked at $1.69M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2017.

Based on Aveo Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.