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

Piershale 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
2018 Q1	–	Sell	-328,960	Closed	-$14.7M	–	25
2017 Q4	$14.7M	Buy	+328,960	New	+$14M	7.58%	6
2016 Q1	–	Sell	-504	Closed	-$18K	–	170
2015 Q4	$18K	Buy	+504	New	+$18.3K	0.01%	81
2015 Q2	–	Sell	-296	Closed	-$11K	–	124
2015 Q1	$11K	Buy	+296	New	+$10.4K	0.01%	75

Other funds holding IYC

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Piershale Financial Group's IYC Position: Q1 2018 in Review

Piershale Financial Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2018, closing a stake of 328,960 shares — an estimated $14.7M sold.

Piershale Financial Group first reported a position in IYC in Q1 2015 and held it in 3 quarters. The position peaked at $14.7M in Q4 2017. 148 funds tracked by Wall St. Rank hold IYC as of Q1 2018.

Piershale Financial Group reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2018 after selling out during the quarter.
Piershale Financial Group sold 328,960 iShares US Consumer Discretionary ETF shares in Q1 2018, an estimated $14.7M.
Piershale Financial Group first reported a position in iShares US Consumer Discretionary ETF in Q1 2015 and held it in 3 quarters.
Piershale Financial Group's iShares US Consumer Discretionary ETF position peaked at $14.7M in Q4 2017.
148 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2018.

Based on Piershale Financial Group's 13F filing for Q1 2018, filed 27 Apr 2018.