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Girard Partners’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Girard Partners’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
2018
Q4 		– Sell
-544
Closed -$28K – 526
2018
Q3 		$28K Buy
+544
New +$27.7K 0.01% 547

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Royal Bank of Canada
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Girard Partners's IYC Position: Q4 2018 in Review

Girard Partners sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2018, closing a stake of 544 shares — an estimated $28K sold.

Girard Partners first reported a position in IYC in Q3 2018 and held it in 1 quarter. The position peaked at $28K in Q3 2018. 173 funds tracked by Wall St. Rank hold IYC as of Q4 2018.

  • Girard Partners reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 544 iShares US Consumer Discretionary ETF shares in Q4 2018, an estimated $28K.
  • Girard Partners first reported a position in iShares US Consumer Discretionary ETF in Q3 2018 and held it in 1 quarter.
  • Girard Partners's iShares US Consumer Discretionary ETF position peaked at $28K in Q3 2018.
  • 173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.