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Moneta Group Investment Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Moneta Group Investment Advisors’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
2018
Q2 		– Sell
-500
Closed -$23K – 515
2018
Q1 		$23K Buy
+500
New +$23.5K ﹤0.01% 382

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BDS
Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Moneta Group Investment Advisors's IYC Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2018, closing a stake of 500 shares — an estimated $23K sold.

Moneta Group Investment Advisors first reported a position in IYC in Q1 2018 and held it in 1 quarter. The position peaked at $23K in Q1 2018. 146 funds tracked by Wall St. Rank hold IYC as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 500 iShares US Consumer Discretionary ETF shares in Q2 2018, an estimated $23K.
  • Moneta Group Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $23K in Q1 2018.
  • 146 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.