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James Investment Research’s iShares US Consumer Discretionary ETF IYC Stock Holding History

James Investment Research’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
Q1 		– Sell
-1,460
Closed -$44K – 531
2013
Q4 		$44K Buy
+1,460
New +$42.3K ﹤0.01% 378

Other funds holding IYC

BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 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
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

James Investment Research's IYC Position: Q1 2014 in Review

James Investment Research sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2014, closing a stake of 1,460 shares — an estimated $44K sold.

James Investment Research first reported a position in IYC in Q4 2013 and held it in 1 quarter. The position peaked at $44K in Q4 2013. 74 funds tracked by Wall St. Rank hold IYC as of Q1 2014.

  • James Investment Research reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 1,460 iShares US Consumer Discretionary ETF shares in Q1 2014, an estimated $44K.
  • James Investment Research first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and held it in 1 quarter.
  • James Investment Research's iShares US Consumer Discretionary ETF position peaked at $44K in Q4 2013.
  • 74 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.