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Freestone Capital Holdings’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-960
Closed -$67.7K – 755
2020
Q4 		$67.7K Hold
960
– – ﹤0.01% 503
2020
Q3 		$60K Buy
+960
New +$58K ﹤0.01% 460

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Freestone Capital Holdings's IYC Position: Q1 2021 in Review

Freestone Capital Holdings sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2021, closing a stake of 960 shares — an estimated $67.7K sold.

Freestone Capital Holdings first reported a position in IYC in Q3 2020 and held it in 2 quarters. The position peaked at $67.7K in Q4 2020. 206 funds tracked by Wall St. Rank hold IYC as of Q1 2021.

  • Freestone Capital Holdings reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 960 iShares US Consumer Discretionary ETF shares in Q1 2021, an estimated $67.7K.
  • Freestone Capital Holdings first reported a position in iShares US Consumer Discretionary ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's iShares US Consumer Discretionary ETF position peaked at $67.7K in Q4 2020.
  • 206 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.