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

Catamount 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
2015
Q3 		– Sell
-32
Closed -$1K – 175
2015
Q2 		$1K Hold
32
– – ﹤0.01% 182
2015
Q1 		$1K Buy
+32
New +$1.13K ﹤0.01% 152

Other funds holding IYC

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Catamount Wealth Management's IYC Position: Q3 2015 in Review

Catamount Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2015, closing a stake of 32 shares — an estimated $1K sold.

Catamount Wealth Management first reported a position in IYC in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q2 2015. 114 funds tracked by Wall St. Rank hold IYC as of Q3 2015.

  • Catamount Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 32 iShares US Consumer Discretionary ETF shares in Q3 2015, an estimated $1K.
  • Catamount Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 2 quarters.
  • Catamount Wealth Management's iShares US Consumer Discretionary ETF position peaked at $1K in Q2 2015.
  • 114 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2015.

Based on Catamount Wealth Management's 13F filing for Q3 2015, filed 22 Jun 2016.