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National Planning Corporation’s iShares US Consumer Discretionary ETF IYC Stock Holding History

National Planning Corporation’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
Q4 		– Sell
-13,520
Closed -$554K – 335
2017
Q3 		$554K Sell
13,520
-11,264
-45% -$462K 0.05% 346
2017
Q2 		$1.01M Buy
24,784
+10,824
+78% +$446K 0.08% 253
2017
Q1 		$559K Sell
13,960
-400
-3% -$15.7K 0.04% 356
2016
Q4 		$557K Sell
14,360
-132
-0.9% -$4.91K 0.04% 348
2016
Q3 		$522K Buy
14,492
+3,044
+27% +$113K 0.04% 352
2016
Q2 		$423K Buy
11,448
+284
+3% +$10.2K 0.03% 415
2016
Q1 		$404K Sell
11,164
-6,352
-36% -$219K 0.04% 405
2015
Q4 		$570K Buy
17,516
+3,920
+29% +$143K 0.05% 365
2015
Q3 		$504K Sell
13,596
-74,048
-84% -$2.67M 0.05% 350
2015
Q2 		$3.22M Sell
87,644
-16,316
-16% -$590K 0.29% 75
2015
Q1 		$3.72M Buy
103,960
+39,528
+61% +$1.39M 0.33% 65
2014
Q4 		$2.19M Buy
64,432
+51,672
+405% +$1.67M 0.15% 129
2014
Q3 		$398K Sell
12,760
-10,864
-46% -$340K 0.03% 470
2014
Q2 		$729K Sell
23,624
-528
-2% -$15.9K 0.06% 309
2014
Q1 		$740K Sell
24,152
-105,804
-81% -$3.18M 0.06% 290
2013
Q4 		$3.95M Buy
129,956
+100,296
+338% +$2.91M 0.35% 64
2013
Q3 		$828K Sell
29,660
-7,084
-19% -$191K 0.08% 251
2013
Q2 		$940K Buy
+36,744
New +$931K 0.12% 185

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 $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 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
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

National Planning Corporation's IYC Position: Q4 2017 in Review

National Planning Corporation sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2017, closing a stake of 13,520 shares — an estimated $554K sold.

National Planning Corporation first reported a position in IYC in Q2 2013 and held it in 18 quarters. The position peaked at $3.95M in Q4 2013. 140 funds tracked by Wall St. Rank hold IYC as of Q4 2017.

  • National Planning Corporation reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 13,520 iShares US Consumer Discretionary ETF shares in Q4 2017, an estimated $554K.
  • National Planning Corporation first reported a position in iShares US Consumer Discretionary ETF in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's iShares US Consumer Discretionary ETF position peaked at $3.95M in Q4 2013.
  • 140 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.