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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.