Financial Management Professionals’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Financial Management Professionals’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 Q1	–	Sell	-72,208	Closed	-$3.27M	–	292
2018 Q4	$3.27M	Buy	+72,208	New	+$3.51M	2.04%	11
2016 Q1	–	Sell	-80,904	Closed	-$2.92M	–	255
2015 Q4	$2.92M	Buy	80,904 +40	+0%	+$1.46K	1.5%	19
2015 Q3	$2.78M	Buy	80,864 +1,680	+2%	+$60.6K	1.88%	18
2015 Q2	$2.83M	Buy	+79,184	New	+$2.86M	1.33%	20

Other funds holding IYC

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

PWAG

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Management Professionals's IYC Position: Q1 2019 in Review

Financial Management Professionals sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 72,208 shares — an estimated $3.27M sold.

Financial Management Professionals first reported a position in IYC in Q2 2015 and held it in 4 quarters. The position peaked at $3.27M in Q4 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

Financial Management Professionals reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
Financial Management Professionals sold 72,208 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $3.27M.
Financial Management Professionals first reported a position in iShares US Consumer Discretionary ETF in Q2 2015 and held it in 4 quarters.
Financial Management Professionals's iShares US Consumer Discretionary ETF position peaked at $3.27M in Q4 2018.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on Financial Management Professionals's 13F filing for Q1 2019, filed 22 Apr 2019.