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Lake Point Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Lake Point Wealth Management’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
2019
Q1 		– Sell
-92
Closed -$4K – 774
2018
Q4 		$4K Buy
+92
New +$4.47K ﹤0.01% 591

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lake Point Wealth Management's IYC Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 92 shares — an estimated $4K sold.

Lake Point Wealth Management first reported a position in IYC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

  • Lake Point Wealth Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 92 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $4K.
  • Lake Point Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's iShares US Consumer Discretionary ETF position peaked at $4K in Q4 2018.
  • 169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.