NEXT Financial Holdings’s iShares US Consumer Discretionary ETF IYC Stock Holding History

NEXT Financial Holdings’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	$31K	Buy	+600	New	+$29.5K	0.01%	856

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

NEXT Financial Holdings's IYC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Consumer Discretionary ETF (IYC) in Q1 2019: 600 shares worth $31K. The stake represents 0.01% of the portfolio and ranks #856 among its holdings.

169 funds tracked by Wall St. Rank hold IYC as of Q1 2019.

NEXT Financial Holdings held 600 shares of iShares US Consumer Discretionary ETF worth $31K as of Q1 2019.
iShares US Consumer Discretionary ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Consumer Discretionary ETF made up 0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #856 holding.
169 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.