KTC
IYC icon

Kistler-Tiffany Companies’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Kistler-Tiffany Companies’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
Q2 		– Sell
-288
Closed -$10K – 621
2015
Q1 		$10K Buy
+288
New +$10.1K 0.01% 440

Other funds holding IYC

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Kistler-Tiffany Companies's IYC Position: Q2 2015 in Review

Kistler-Tiffany Companies sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2015, closing a stake of 288 shares — an estimated $10K sold.

Kistler-Tiffany Companies first reported a position in IYC in Q1 2015 and held it in 1 quarter. The position peaked at $10K in Q1 2015. 112 funds tracked by Wall St. Rank hold IYC as of Q2 2015.

  • Kistler-Tiffany Companies reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2015 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 288 iShares US Consumer Discretionary ETF shares in Q2 2015, an estimated $10K.
  • Kistler-Tiffany Companies first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 1 quarter.
  • Kistler-Tiffany Companies's iShares US Consumer Discretionary ETF position peaked at $10K in Q1 2015.
  • 112 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2015.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2015, filed 13 Jul 2015.