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

Destination 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
2019
Q3 		– Sell
-156
Closed -$8K – 321
2019
Q2 		$8K Buy
+156
New +$8.29K ﹤0.01% 454

Other funds holding IYC

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Destination Wealth Management's IYC Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2019, closing a stake of 156 shares — an estimated $8K sold.

Destination Wealth Management first reported a position in IYC in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 173 funds tracked by Wall St. Rank hold IYC as of Q3 2019.

  • Destination Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 156 iShares US Consumer Discretionary ETF shares in Q3 2019, an estimated $8K.
  • Destination Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2019 and held it in 1 quarter.
  • Destination Wealth Management's iShares US Consumer Discretionary ETF position peaked at $8K in Q2 2019.
  • 173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.