Choate Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Choate Investment Advisors’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
2016 Q1	–	Sell	-8,716	Closed	-$300K	–	268
2015 Q4	$300K	Buy	+8,716	New	+$317K	0.02%	217
2015 Q2	–	Sell	-6,036	Closed	-$218K	–	261
2015 Q1	$218K	Sell	6,036 -2,680	-31%	-$94.4K	0.01%	239
2014 Q4	$300K	Sell	8,716 -1,564	-15%	-$50.6K	0.02%	219
2014 Q3	$320K	Sell	10,280 -2,900	-22%	-$90.7K	0.02%	211
2014 Q2	$407K	Hold	13,180	–	–	0.02%	194
2014 Q1	$396K	Sell	13,180 -220	-2%	-$6.61K	0.02%	198
2013 Q4	$407K	Sell	13,400 -440	-3%	-$12.8K	0.03%	194
2013 Q3	$380K	Hold	13,840	–	–	0.03%	194
2013 Q2	$355K	Buy	+13,840	New	+$351K	0.03%	196

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SFI

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

Choate Investment Advisors's IYC Position: Q1 2016 in Review

Choate Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2016, closing a stake of 8,716 shares — an estimated $300K sold.

Choate Investment Advisors first reported a position in IYC in Q2 2013 and held it in 9 quarters. The position peaked at $407K in Q2 2014. 114 funds tracked by Wall St. Rank hold IYC as of Q1 2016.

Choate Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2016 after selling out during the quarter.
Choate Investment Advisors sold 8,716 iShares US Consumer Discretionary ETF shares in Q1 2016, an estimated $300K.
Choate Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 9 quarters.
Choate Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $407K in Q2 2014.
114 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.