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Noven Financial Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Noven Financial Group’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
2015
Q4 		– Sell
-11,932
Closed -$410K – 45
2015
Q3 		$410K Buy
11,932
+1,904
+19% +$68.6K 0.33% 27
2015
Q2 		$359K Buy
+10,028
New +$362K 0.26% 31

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Wells Fargo
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LPL Financial
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Noven Financial Group's IYC Position: Q4 2015 in Review

Noven Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2015, closing a stake of 11,932 shares — an estimated $410K sold.

Noven Financial Group first reported a position in IYC in Q2 2015 and held it in 2 quarters. The position peaked at $410K in Q3 2015. 122 funds tracked by Wall St. Rank hold IYC as of Q4 2015.

  • Noven Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2015 after selling out during the quarter.
  • Noven Financial Group sold 11,932 iShares US Consumer Discretionary ETF shares in Q4 2015, an estimated $410K.
  • Noven Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q2 2015 and held it in 2 quarters.
  • Noven Financial Group's iShares US Consumer Discretionary ETF position peaked at $410K in Q3 2015.
  • 122 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2015.

Based on Noven Financial Group's 13F filing for Q4 2015, filed 11 Feb 2016.