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

LBA 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
2017 Q1	$73K	Sell	1,820 -700	-28%	-$27.5K	0.04%	172
2016 Q4	$95K	Sell	2,520 -760	-23%	-$28.3K	0.05%	145
2016 Q3	$121K	Hold	3,280	–	–	0.07%	139
2016 Q2	$118K	Hold	3,280	–	–	0.07%	140
2016 Q1	$120K	Hold	3,280	–	–	0.07%	133
2015 Q4	$119K	Sell	3,280 -140	-4%	-$5.1K	0.07%	147
2015 Q3	$118K	Hold	3,420	–	–	0.07%	135
2015 Q2	$122K	Hold	3,420	–	–	0.08%	122
2015 Q1	$123K	Sell	3,420 -500	-13%	-$17.6K	0.08%	123
2014 Q4	$135K	Hold	3,920	–	–	0.09%	123
2014 Q3	$122K	Sell	3,920 -500	-11%	-$15.6K	0.08%	124
2014 Q2	$136K	Sell	4,420 -1,840	-29%	-$55.4K	0.11%	111
2014 Q1	$188K	Hold	6,260	–	–	0.15%	82
2013 Q4	$190K	Buy	+6,260	New	+$182K	0.16%	79

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

UCFA

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

LBA Wealth Management's IYC Position: Q1 2017 in Review

LBA Wealth Management reduced its iShares US Consumer Discretionary ETF (IYC) stake by 28% in Q1 2017, selling an estimated $27.5K and leaving 1,820 shares worth $73K. The position accounts for 0.04% of the portfolio, ranked #172.

LBA Wealth Management first reported a position in IYC in Q4 2013 and has held it in 14 quarters since. The position peaked at $190K in Q4 2013. 124 funds tracked by Wall St. Rank hold IYC as of Q1 2017.

LBA Wealth Management held 1,820 shares of iShares US Consumer Discretionary ETF worth $73K as of Q1 2017.
LBA Wealth Management sold 700 iShares US Consumer Discretionary ETF shares in Q1 2017, an estimated $27.5K.
iShares US Consumer Discretionary ETF made up 0.04% of LBA Wealth Management's portfolio in Q1 2017, its #172 holding.
LBA Wealth Management first reported a position in iShares US Consumer Discretionary ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Consumer Discretionary ETF position peaked at $190K in Q4 2013.
124 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.