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

Guggenheim Capital’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
2013 Q3	–	Sell	-54,472	Closed	-$1.4M	–	3122
2013 Q2	$1.4M	Buy	+54,472	New	+$1.38M	0.01%	1768

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Arrow Investment Advisors Laurel, Maryland $116M AUM 9.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guggenheim Capital's IYC Position: Q3 2013 in Review

Guggenheim Capital sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2013, closing a stake of 54,472 shares — an estimated $1.4M sold.

Guggenheim Capital first reported a position in IYC in Q2 2013 and held it in 1 quarter. The position peaked at $1.4M in Q2 2013. 69 funds tracked by Wall St. Rank hold IYC as of Q3 2013.

Guggenheim Capital reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2013 after selling out during the quarter.
Guggenheim Capital sold 54,472 iShares US Consumer Discretionary ETF shares in Q3 2013, an estimated $1.4M.
Guggenheim Capital first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 1 quarter.
Guggenheim Capital's iShares US Consumer Discretionary ETF position peaked at $1.4M in Q2 2013.
69 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2013.

Based on Guggenheim Capital's 13F filing for Q3 2013, filed 14 Nov 2013.