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

Capital Asset 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
2020 Q1	–	Sell	-1,408	Closed	-$83K	–	574
2019 Q4	$83K	Buy	+1,408	New	+$78.1K	0.02%	407

Other funds holding IYC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Asset Advisory Services's IYC Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2020, closing a stake of 1,408 shares — an estimated $83K sold.

Capital Asset Advisory Services first reported a position in IYC in Q4 2019 and held it in 1 quarter. The position peaked at $83K in Q4 2019. 144 funds tracked by Wall St. Rank hold IYC as of Q1 2020.

Capital Asset Advisory Services reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2020 after selling out during the quarter.
Capital Asset Advisory Services sold 1,408 iShares US Consumer Discretionary ETF shares in Q1 2020, an estimated $83K.
Capital Asset Advisory Services first reported a position in iShares US Consumer Discretionary ETF in Q4 2019 and held it in 1 quarter.
Capital Asset Advisory Services's iShares US Consumer Discretionary ETF position peaked at $83K in Q4 2019.
144 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.