Independent Portfolio Consultants’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Independent Portfolio Consultants’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
2015 Q4	–	Sell	-78,160	Closed	-$2.69M	–	784
2015 Q3	$2.69M	Buy	78,160 +42,200	+117%	+$1.52M	0.58%	36
2015 Q2	$1.29M	Sell	35,960 -820	-2%	-$29.6K	0.26%	139
2015 Q1	$1.33M	Buy	36,780 +1,200	+3%	+$42.2K	0.27%	130
2014 Q4	$1.23M	Buy	+35,580	New	+$1.15M	0.25%	138

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Independent Portfolio Consultants's IYC Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2015, closing a stake of 78,160 shares — an estimated $2.69M sold.

Independent Portfolio Consultants first reported a position in IYC in Q4 2014 and held it in 4 quarters. The position peaked at $2.69M in Q3 2015. 122 funds tracked by Wall St. Rank hold IYC as of Q4 2015.

Independent Portfolio Consultants reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2015 after selling out during the quarter.
Independent Portfolio Consultants sold 78,160 iShares US Consumer Discretionary ETF shares in Q4 2015, an estimated $2.69M.
Independent Portfolio Consultants first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 4 quarters.
Independent Portfolio Consultants's iShares US Consumer Discretionary ETF position peaked at $2.69M in Q3 2015.
122 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.