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

Concert 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
2016 Q4	–	Sell	-4,532	Closed	-$165K	–	727
2016 Q3	$165K	Buy	+4,532	New	+$168K	0.02%	683
2016 Q1	–	Sell	-6,608	Closed	-$236K	–	693
2015 Q4	$236K	Buy	+6,608	New	+$241K	0.03%	545
2014 Q2	–	Sell	-15,428	Closed	-$462K	–	578
2014 Q1	$462K	Sell	15,428 -1,340	-8%	-$40.2K	0.06%	288
2013 Q4	$507K	Buy	16,768 +964	+6%	+$28K	0.06%	252
2013 Q3	$435K	Buy	15,804 +7,348	+87%	+$198K	0.06%	283
2013 Q2	$217K	Buy	+8,456	New	+$214K	0.03%	432

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

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

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

UCFA

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

SFI

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

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Concert Wealth Management's IYC Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2016, closing a stake of 4,532 shares — an estimated $165K sold.

Concert Wealth Management first reported a position in IYC in Q2 2013 and held it in 6 quarters. The position peaked at $507K in Q4 2013. 123 funds tracked by Wall St. Rank hold IYC as of Q4 2016.

Concert Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2016 after selling out during the quarter.
Concert Wealth Management sold 4,532 iShares US Consumer Discretionary ETF shares in Q4 2016, an estimated $165K.
Concert Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 6 quarters.
Concert Wealth Management's iShares US Consumer Discretionary ETF position peaked at $507K in Q4 2013.
123 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.