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Cabot Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cabot Wealth 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
2013
Q4 		– Sell
-8,384
Closed -$230K – 155
2013
Q3 		$230K Sell
8,384
-96,400
-92% -$2.6M 0.07% 147
2013
Q2 		$2.69M Buy
+104,784
New +$2.66M 0.92% 40

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Cabot Wealth Management's IYC Position: Q4 2013 in Review

Cabot Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2013, closing a stake of 8,384 shares — an estimated $230K sold.

Cabot Wealth Management first reported a position in IYC in Q2 2013 and held it in 2 quarters. The position peaked at $2.69M in Q2 2013. 76 funds tracked by Wall St. Rank hold IYC as of Q4 2013.

  • Cabot Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 8,384 iShares US Consumer Discretionary ETF shares in Q4 2013, an estimated $230K.
  • Cabot Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 2 quarters.
  • Cabot Wealth Management's iShares US Consumer Discretionary ETF position peaked at $2.69M in Q2 2013.
  • 76 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2013.

Based on Cabot Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.