Butensky & Cohen Financial Security’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Butensky & Cohen Financial Security’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	-156	Closed	-$6K	–	97
2017 Q2	$6K	Hold	156	–	–	0.01%	109
2017 Q1	$6K	Hold	156	–	–	0.01%	108
2016 Q4	$6K	Hold	156	–	–	0.01%	105
2016 Q3	$6K	Hold	156	–	–	0.01%	106
2016 Q2	$6K	Sell	156 -720	-82%	-$26K	0.01%	95
2016 Q1	$32K	Hold	876	–	–	0.03%	84
2015 Q4	$32K	Hold	876	–	–	0.03%	86
2015 Q3	$30K	Buy	876 +156	+22%	+$5.62K	0.03%	84
2015 Q2	$26K	Buy	720 +60	+9%	+$2.17K	0.03%	87
2015 Q1	$24K	Sell	660 -40	-6%	-$1.41K	0.02%	88
2014 Q4	$24K	Buy	+700	New	+$22.6K	0.02%	87

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

Butensky & Cohen Financial Security's IYC Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2017, closing a stake of 156 shares — an estimated $6K sold.

Butensky & Cohen Financial Security first reported a position in IYC in Q4 2014 and held it in 11 quarters. The position peaked at $32K in Q1 2016. 124 funds tracked by Wall St. Rank hold IYC as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 156 iShares US Consumer Discretionary ETF shares in Q3 2017, an estimated $6K.
Butensky & Cohen Financial Security first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 11 quarters.
Butensky & Cohen Financial Security's iShares US Consumer Discretionary ETF position peaked at $32K in Q1 2016.
124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.