Capital Advisory Group Advisory Services’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Capital Advisory Group Advisory Services’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
2018 Q3	–	Sell	-56	Closed	-$3K	–	379
2018 Q2	$3K	Hold	56	–	–	﹤0.01%	302
2018 Q1	$3K	Buy	+56	New	+$2.63K	﹤0.01%	300

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Advisory Group Advisory Services's IYC Position: Q3 2018 in Review

Capital Advisory Group Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2018, closing a stake of 56 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in IYC in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q2 2018. 167 funds tracked by Wall St. Rank hold IYC as of Q3 2018.

Capital Advisory Group Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2018 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 56 iShares US Consumer Discretionary ETF shares in Q3 2018, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and held it in 2 quarters.
Capital Advisory Group Advisory Services's iShares US Consumer Discretionary ETF position peaked at $3K in Q2 2018.
167 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2018.

Based on Capital Advisory Group Advisory Services's 13F filing for Q3 2018, filed 28 May 2020.