Investment Centers of America’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-33,424	Closed	-$1.23M	–	627
2016 Q3	$1.23M	Sell	33,424 -716	-2%	-$26.5K	0.13%	159
2016 Q2	$1.22M	Buy	34,140 +1,160	+4%	+$41.9K	0.14%	149
2016 Q1	$1.2M	Buy	32,980 +11,592	+54%	+$400K	0.13%	156
2015 Q4	$772K	Buy	21,388 +2,756	+15%	+$100K	0.1%	193
2015 Q3	$641K	Buy	+18,632	New	+$672K	0.1%	204

Other funds holding IYC

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

PWAG

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

Investment Centers of America's IYC Position: Q4 2016 in Review

Investment Centers of America sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2016, closing a stake of 33,424 shares — an estimated $1.23M sold.

Investment Centers of America first reported a position in IYC in Q3 2015 and held it in 5 quarters. The position peaked at $1.23M in Q3 2016. 123 funds tracked by Wall St. Rank hold IYC as of Q4 2016.

Investment Centers of America reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2016 after selling out during the quarter.
Investment Centers of America sold 33,424 iShares US Consumer Discretionary ETF shares in Q4 2016, an estimated $1.23M.
Investment Centers of America first reported a position in iShares US Consumer Discretionary ETF in Q3 2015 and held it in 5 quarters.
Investment Centers of America's iShares US Consumer Discretionary ETF position peaked at $1.23M in Q3 2016.
123 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2016.

Based on Investment Centers of America's 13F filing for Q4 2016, filed 13 Feb 2017.