Aviance Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Aviance Capital Management’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 Q1	$2.03M	Sell	39,780 -3,276	-8%	-$161K	0.3%	75
2018 Q4	$1.95M	Sell	43,056 -14,168	-25%	-$689K	0.27%	75
2018 Q3	$3.03M	Sell	57,224 -6,652	-10%	-$339K	0.3%	68
2018 Q2	$3.09M	Sell	63,876 -4,760	-7%	-$224K	0.26%	71
2018 Q1	$3.13M	Buy	68,636 +580	+0.9%	+$27.3K	0.24%	72
2017 Q4	$3.05M	Sell	68,056 -12,036	-15%	-$512K	0.22%	73
2017 Q3	$3.28M	Sell	80,092 -3,616	-4%	-$148K	0.23%	73
2017 Q2	$3.43M	Sell	83,708 -9,696	-10%	-$399K	0.21%	80
2017 Q1	$3.76M	Buy	+93,404	New	+$3.68M	0.21%	82
2016 Q2	–	Sell	-9,044	Closed	-$330K	–	327
2016 Q1	$330K	Sell	9,044 -13,752	-60%	-$474K	0.01%	251
2015 Q4	$825K	Sell	22,796 -296	-1%	-$10.8K	0.03%	178
2015 Q3	$794K	Buy	+23,092	New	+$832K	0.03%	154

Other funds holding IYC

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aviance Capital Management's IYC Position: Q1 2019 in Review

Aviance Capital Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 7.6% in Q1 2019, selling an estimated $161K and leaving 39,780 shares worth $2.03M. The position accounts for 0.3% of the portfolio, ranked #75.

Aviance Capital Management first reported a position in IYC in Q3 2015 and has held it in 12 quarters since. The position peaked at $3.76M in Q1 2017. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

Aviance Capital Management held 39,780 shares of iShares US Consumer Discretionary ETF worth $2.03M as of Q1 2019.
Aviance Capital Management sold 3,276 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $161K.
iShares US Consumer Discretionary ETF made up 0.3% of Aviance Capital Management's portfolio in Q1 2019, its #75 holding.
Aviance Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2015 and has held it in 12 quarters since.
Aviance Capital Management's iShares US Consumer Discretionary ETF position peaked at $3.76M in Q1 2017.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on Aviance Capital Management's 13F filing for Q1 2019, filed 15 May 2019.