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

Optimum 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
2015 Q1	$23K	Buy	636 +68	+12%	+$2.39K	0.01%	662
2014 Q4	$20K	Hold	568	–	–	0.01%	716
2014 Q3	$18K	Hold	568	–	–	0.01%	666
2014 Q2	$18K	Buy	+568	New	+$17.1K	0.01%	681

Other funds holding IYC

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's IYC Position: Q1 2015 in Review

Optimum Investment Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 12% in Q1 2015, buying an estimated $2.39K and bringing the position to 636 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #662.

Optimum Investment Advisors first reported a position in IYC in Q2 2014 and has held it in 4 quarters since. 116 funds tracked by Wall St. Rank hold IYC as of Q1 2015.

Optimum Investment Advisors held 636 shares of iShares US Consumer Discretionary ETF worth $23K as of Q1 2015.
Optimum Investment Advisors bought 68 iShares US Consumer Discretionary ETF shares in Q1 2015, an estimated $2.39K.
iShares US Consumer Discretionary ETF made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #662 holding.
Optimum Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q2 2014 and has held it in 4 quarters since.
116 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.