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GW Henssler & Associates’s iShares US Consumer Discretionary ETF IYC Stock Holding History

GW Henssler & Associates’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
2014
Q4 		– Sell
-9,268
Closed -$288K – 167
2014
Q3 		$288K Buy
+9,268
New +$290K 0.03% 124

Other funds holding IYC

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

GW Henssler & Associates's IYC Position: Q4 2014 in Review

GW Henssler & Associates sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2014, closing a stake of 9,268 shares — an estimated $288K sold.

GW Henssler & Associates first reported a position in IYC in Q3 2014 and held it in 1 quarter. The position peaked at $288K in Q3 2014. 99 funds tracked by Wall St. Rank hold IYC as of Q4 2014.

  • GW Henssler & Associates reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2014 after selling out during the quarter.
  • GW Henssler & Associates sold 9,268 iShares US Consumer Discretionary ETF shares in Q4 2014, an estimated $288K.
  • GW Henssler & Associates first reported a position in iShares US Consumer Discretionary ETF in Q3 2014 and held it in 1 quarter.
  • GW Henssler & Associates's iShares US Consumer Discretionary ETF position peaked at $288K in Q3 2014.
  • 99 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2014.

Based on GW Henssler & Associates's 13F filing for Q4 2014, filed 6 Feb 2015.