Mitchell Sinkler & Starr’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Mitchell Sinkler & Starr’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 Q3	–	Sell	-10,660	Closed	-$580K	–	90
2019 Q2	$580K	Hold	10,660	–	–	0.66%	53
2019 Q1	$544K	Hold	10,660	–	–	0.63%	57
2018 Q4	$482K	Hold	10,660	–	–	0.59%	56
2018 Q3	$564K	Hold	10,660	–	–	0.59%	60
2018 Q2	$516K	Buy	10,660 +900	+9%	+$42.4K	0.57%	62
2018 Q1	$445K	Buy	9,760 +2,560	+36%	+$120K	0.51%	63
2017 Q4	$323K	Hold	7,200	–	–	0.48%	65
2017 Q3	$295K	Hold	7,200	–	–	0.46%	68
2017 Q2	$295K	Hold	7,200	–	–	0.48%	67
2017 Q1	$290K	Buy	7,200 +1,600	+29%	+$63K	0.47%	68
2016 Q4	$211K	Buy	+5,600	New	+$208K	0.3%	75
2016 Q3	–	Sell	-5,600	Closed	-$201K	–	72
2016 Q2	$201K	Hold	5,600	–	–	0.27%	81
2016 Q1	$204K	Buy	+5,600	New	+$193K	0.28%	84

Other funds holding IYC

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Mitchell Sinkler & Starr's IYC Position: Q3 2019 in Review

Mitchell Sinkler & Starr sold out of iShares US Consumer Discretionary ETF (IYC) in Q3 2019, closing a stake of 10,660 shares — an estimated $580K sold.

Mitchell Sinkler & Starr first reported a position in IYC in Q1 2016 and held it in 13 quarters. The position peaked at $580K in Q2 2019. 173 funds tracked by Wall St. Rank hold IYC as of Q3 2019.

Mitchell Sinkler & Starr reported no remaining iShares US Consumer Discretionary ETF position as of Q3 2019 after selling out during the quarter.
Mitchell Sinkler & Starr sold 10,660 iShares US Consumer Discretionary ETF shares in Q3 2019, an estimated $580K.
Mitchell Sinkler & Starr first reported a position in iShares US Consumer Discretionary ETF in Q1 2016 and held it in 13 quarters.
Mitchell Sinkler & Starr's iShares US Consumer Discretionary ETF position peaked at $580K in Q2 2019.
173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q3 2019.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2019, filed 6 Nov 2019.