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Calton & Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Calton & Associates’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
Q4 		– Sell
-7,328
Closed -$398K – 370
2019
Q3 		$398K Buy
+7,328
New +$402K 0.09% 187

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Calton & Associates's IYC Position: Q4 2019 in Review

Calton & Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2019, closing a stake of 7,328 shares — an estimated $398K sold.

Calton & Associates first reported a position in IYC in Q3 2019 and held it in 1 quarter. The position peaked at $398K in Q3 2019. 176 funds tracked by Wall St. Rank hold IYC as of Q4 2019.

  • Calton & Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
  • Calton & Associates sold 7,328 iShares US Consumer Discretionary ETF shares in Q4 2019, an estimated $398K.
  • Calton & Associates first reported a position in iShares US Consumer Discretionary ETF in Q3 2019 and held it in 1 quarter.
  • Calton & Associates's iShares US Consumer Discretionary ETF position peaked at $398K in Q3 2019.
  • 176 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2019.

Based on Calton & Associates's 13F filing for Q4 2019, filed 3 Feb 2020.