Nelson Capital Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Nelson Capital 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	-760	Closed	-$34K	–	319
2018 Q4	$34K	Hold	760	–	–	0.01%	157
2018 Q3	$40K	Hold	760	–	–	0.01%	143
2018 Q2	$37K	Hold	760	–	–	0.01%	138
2018 Q1	$35K	Hold	760	–	–	0.01%	153
2017 Q4	$34K	Hold	760	–	–	0.01%	160
2017 Q3	$31K	Hold	760	–	–	0.01%	151
2017 Q2	$31K	Hold	760	–	–	0.01%	152
2017 Q1	$31K	Hold	760	–	–	0.01%	153
2016 Q4	$29K	Hold	760	–	–	0.01%	152
2016 Q3	$28K	Hold	760	–	–	0.01%	152
2016 Q2	$27K	Hold	760	–	–	0.01%	148
2016 Q1	$28K	Hold	760	–	–	0.01%	137
2015 Q4	$27K	Hold	760	–	–	0.01%	140
2015 Q3	$26K	Hold	760	–	–	0.01%	146
2015 Q2	$27K	Hold	760	–	–	0.01%	164
2015 Q1	$27K	Hold	760	–	–	0.01%	163
2014 Q4	$26K	Hold	760	–	–	0.01%	160
2014 Q3	$24K	Hold	760	–	–	0.01%	172
2014 Q2	$23K	Buy	+760	New	+$22.9K	0.01%	178

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nelson Capital Management's IYC Position: Q1 2019 in Review

Nelson Capital Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2019, closing a stake of 760 shares — an estimated $34K sold.

Nelson Capital Management first reported a position in IYC in Q2 2014 and held it in 19 quarters. The position peaked at $40K in Q3 2018. 169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

Nelson Capital Management reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 760 iShares US Consumer Discretionary ETF shares in Q1 2019, an estimated $34K.
Nelson Capital Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2014 and held it in 19 quarters.
Nelson Capital Management's iShares US Consumer Discretionary ETF position peaked at $40K in Q3 2018.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.