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Gradient Investments’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Gradient Investments’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
2016
Q3 		– Sell
-100
Closed -$4K – 746
2016
Q2 		$4K Buy
+100
New +$3.61K ﹤0.01% 551

Other funds holding IYC

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Gradient Investments's IYC Position: Q3 2016 in Review

Gradient Investments sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2016, closing a stake of 100 shares — an estimated $4K sold.

Gradient Investments first reported a position in IYC in Q2 2016 and held it in 1 quarter. The position peaked at $4K in Q2 2016. 108 funds tracked by Wall St. Rank hold IYC as of Q3 2016.

  • Gradient Investments reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2016 after selling out during the quarter.
  • Gradient Investments sold 100 iShares US Consumer Discretionary ETF shares in Q3 2016, an estimated $4K.
  • Gradient Investments first reported a position in iShares US Consumer Discretionary ETF in Q2 2016 and held it in 1 quarter.
  • Gradient Investments's iShares US Consumer Discretionary ETF position peaked at $4K in Q2 2016.
  • 108 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2016.

Based on Gradient Investments's 13F filing for Q3 2016, filed 11 Oct 2016.