Blue Granite Capital’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Blue Granite Capital’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 Q4	$18K	Sell	400 -100	-20%	-$4.26K	0.01%	94
2017 Q3	$21K	Sell	500 -100	-17%	-$4.1K	0.01%	124
2017 Q2	$25K	Hold	600	–	–	0.02%	100
2017 Q1	$24K	Hold	600	–	–	0.02%	93
2016 Q4	$23K	Buy	+600	New	+$22.3K	0.02%	89

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Blue Granite Capital's IYC Position: Q4 2017 in Review

Blue Granite Capital reduced its iShares US Consumer Discretionary ETF (IYC) stake by 20% in Q4 2017, selling an estimated $4.26K and leaving 400 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #94.

Blue Granite Capital first reported a position in IYC in Q4 2016 and has held it in 5 quarters since. The position peaked at $25K in Q2 2017. 140 funds tracked by Wall St. Rank hold IYC as of Q4 2017.

Blue Granite Capital held 400 shares of iShares US Consumer Discretionary ETF worth $18K as of Q4 2017.
Blue Granite Capital sold 100 iShares US Consumer Discretionary ETF shares in Q4 2017, an estimated $4.26K.
iShares US Consumer Discretionary ETF made up 0.01% of Blue Granite Capital's portfolio in Q4 2017, its #94 holding.
Blue Granite Capital first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and has held it in 5 quarters since.
Blue Granite Capital's iShares US Consumer Discretionary ETF position peaked at $25K in Q2 2017.
140 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.