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

Evercore 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
Q4 		– Sell
-1,160
Closed -$40K – 1039
2015
Q3 		$40K Buy
+1,160
New +$41.8K ﹤0.01% 624

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Bank of America
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Wells Fargo
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Evercore Wealth Management's IYC Position: Q4 2015 in Review

Evercore Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2015, closing a stake of 1,160 shares — an estimated $40K sold.

Evercore Wealth Management first reported a position in IYC in Q3 2015 and held it in 1 quarter. The position peaked at $40K in Q3 2015. 122 funds tracked by Wall St. Rank hold IYC as of Q4 2015.

  • Evercore Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 1,160 iShares US Consumer Discretionary ETF shares in Q4 2015, an estimated $40K.
  • Evercore Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's iShares US Consumer Discretionary ETF position peaked at $40K in Q3 2015.
  • 122 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.