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

Peachtree 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
2018 Q4	$1.28M	Buy	28,308 +2,208	+8%	+$107K	0.99%	28
2018 Q3	$1.38M	Buy	26,100 +1,832	+8%	+$93.4K	0.94%	27
2018 Q2	$1.18M	Buy	24,268 +2,740	+13%	+$129K	0.85%	28
2018 Q1	$981K	Buy	21,528 +2,940	+16%	+$138K	0.74%	28
2017 Q4	$833K	Buy	18,588 +2,480	+15%	+$106K	0.64%	34
2017 Q3	$661K	Buy	16,108 +140	+0.9%	+$5.75K	0.57%	43
2017 Q2	$655K	Sell	15,968 -1,820	-10%	-$74.9K	0.56%	45
2017 Q1	$716K	Sell	17,788 -548	-3%	-$21.6K	0.66%	44
2016 Q4	$692K	Sell	18,336 -400	-2%	-$14.9K	0.68%	46
2016 Q3	$689K	Buy	18,736 +40	+0.2%	+$1.48K	0.68%	44
2016 Q2	$670K	Buy	18,696 +660	+4%	+$23.8K	0.68%	45
2016 Q1	$657K	Buy	18,036 +568	+3%	+$19.6K	0.66%	45
2015 Q4	$632K	Buy	17,468 +1,140	+7%	+$41.5K	0.66%	46
2015 Q3	$562K	Buy	16,328 +1,228	+8%	+$44.3K	0.58%	53
2015 Q2	$540K	Buy	15,100 +5,380	+55%	+$194K	0.4%	70
2015 Q1	$350K	Buy	9,720 +8,720	+872%	+$307K	0.25%	97
2014 Q4	$34K	Hold	1,000	–	–	0.02%	225
2014 Q3	$31K	Buy	+1,000	New	+$31.3K	0.02%	232

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

BDS

Banco de Sabadell Miami, Florida $151M AUM 22.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 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

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

Peachtree Investment Advisors's IYC Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares US Consumer Discretionary ETF (IYC) stake by 8.5% in Q4 2018, buying an estimated $107K and bringing the position to 28,308 shares worth $1.28M. The position accounts for 0.99% of the portfolio, ranked #28.

Peachtree Investment Advisors first reported a position in IYC in Q3 2014 and has held it in 18 quarters since. The position peaked at $1.38M in Q3 2018. 173 funds tracked by Wall St. Rank hold IYC as of Q4 2018.

Peachtree Investment Advisors held 28,308 shares of iShares US Consumer Discretionary ETF worth $1.28M as of Q4 2018.
Peachtree Investment Advisors bought 2,208 iShares US Consumer Discretionary ETF shares in Q4 2018, an estimated $107K.
iShares US Consumer Discretionary ETF made up 0.99% of Peachtree Investment Advisors's portfolio in Q4 2018, its #28 holding.
Peachtree Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q3 2014 and has held it in 18 quarters since.
Peachtree Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $1.38M in Q3 2018.
173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.