Beaumont Financial Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Beaumont Financial Advisors’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	-65,380	Closed	-$2.68M	–	184
2017 Q2	$2.68M	Buy	+65,380	New	+$2.69M	0.35%	67
2017 Q1	–	Sell	-87,596	Closed	-$3.31M	–	193
2016 Q4	$3.31M	Sell	87,596 -9,744	-10%	-$363K	0.5%	60
2016 Q3	$3.58M	Sell	97,340 -29,304	-23%	-$1.08M	0.57%	66
2016 Q2	$4.54M	Sell	126,644 -20,900	-14%	-$754K	0.75%	49
2016 Q1	$5.38M	Buy	147,544 +76,116	+107%	+$2.62M	0.87%	42
2015 Q4	$2.58M	Sell	71,428 -133,156	-65%	-$4.85M	0.43%	63
2015 Q3	$7.38M	Hold	204,584	–	–	1.07%	41
2015 Q2	$7.38M	Sell	204,584 -2,781,712	-93%	-$101M	1.07%	41
2015 Q1	$108M	Buy	2,986,296 +521,100	+21%	+$18.3M	3.75%	8
2014 Q4	$84.9M	Buy	2,465,196 +1,408,184	+133%	+$45.6M	4.09%	4
2014 Q3	$32.9M	Buy	1,057,012 +273,692	+35%	+$8.56M	2.15%	2
2014 Q2	$24.2M	Buy	783,320 +175,932	+29%	+$5.3M	1.71%	22
2014 Q1	$18.3M	Sell	607,388 -286,332	-32%	-$8.6M	1.5%	23
2013 Q4	$27.1M	Sell	893,720 -151,548	-14%	-$4.39M	2.23%	8
2013 Q3	$28.7M	Buy	1,045,268 +149,296	+17%	+$4.02M	2.55%	7
2013 Q2	$23M	Buy	+895,972	New	+$22.7M	2.12%	13

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Beaumont Financial Advisors's IYC Position: Q3 2017 in Review

Beaumont Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2017, closing a stake of 65,380 shares — an estimated $2.68M sold.

Beaumont Financial Advisors first reported a position in IYC in Q2 2013 and held it in 16 quarters. The position peaked at $108M in Q1 2015. 124 funds tracked by Wall St. Rank hold IYC as of Q3 2017.

Beaumont Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 65,380 iShares US Consumer Discretionary ETF shares in Q3 2017, an estimated $2.68M.
Beaumont Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 16 quarters.
Beaumont Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $108M in Q1 2015.
124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2017.

Based on Beaumont Financial Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.