Cavalier Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Cavalier Investments’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
2017 Q1	–	Sell	-31,812	Closed	-$1.2M	–	167
2016 Q4	$1.2M	Sell	31,812 -4,848	-13%	-$180K	0.77%	23
2016 Q3	$1.35M	Buy	+36,660	New	+$1.36M	0.82%	25

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Cavalier Investments's IYC Position: Q1 2017 in Review

Cavalier Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2017, closing a stake of 31,812 shares — an estimated $1.2M sold.

Cavalier Investments first reported a position in IYC in Q3 2016 and held it in 2 quarters. The position peaked at $1.35M in Q3 2016. 124 funds tracked by Wall St. Rank hold IYC as of Q1 2017.

Cavalier Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2017 after selling out during the quarter.
Cavalier Investments sold 31,812 iShares US Consumer Discretionary ETF shares in Q1 2017, an estimated $1.2M.
Cavalier Investments first reported a position in iShares US Consumer Discretionary ETF in Q3 2016 and held it in 2 quarters.
Cavalier Investments's iShares US Consumer Discretionary ETF position peaked at $1.35M in Q3 2016.
124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.