Pinnacle Family Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Pinnacle Family 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
2019 Q4	–	Sell	-35,720	Closed	-$1.94M	–	83
2019 Q3	$1.94M	Sell	35,720 -3,940	-10%	-$216K	1.71%	13
2019 Q2	$2.16M	Buy	+39,660	New	+$2.11M	1.79%	13
2018 Q4	–	Sell	-112,400	Closed	-$5.95M	–	66
2018 Q3	$5.95M	Buy	+112,400	New	+$5.73M	3.14%	9
2018 Q1	–	Sell	-126,240	Closed	-$5.66M	–	71
2017 Q4	$5.66M	Buy	+126,240	New	+$5.37M	2.61%	17
2017 Q3	–	Sell	-43,920	Closed	-$1.8M	–	74
2017 Q2	$1.8M	Buy	+43,920	New	+$1.81M	1.01%	24
2017 Q1	–	Sell	-148,240	Closed	-$5.6M	–	65
2016 Q4	$5.6M	Buy	+148,240	New	+$5.52M	3.43%	11

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Pinnacle Family Advisors's IYC Position: Q4 2019 in Review

Pinnacle Family Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2019, closing a stake of 35,720 shares — an estimated $1.94M sold.

Pinnacle Family Advisors first reported a position in IYC in Q4 2016 and held it in 6 quarters. The position peaked at $5.95M in Q3 2018. 176 funds tracked by Wall St. Rank hold IYC as of Q4 2019.

Pinnacle Family Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2019 after selling out during the quarter.
Pinnacle Family Advisors sold 35,720 iShares US Consumer Discretionary ETF shares in Q4 2019, an estimated $1.94M.
Pinnacle Family Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2016 and held it in 6 quarters.
Pinnacle Family Advisors's iShares US Consumer Discretionary ETF position peaked at $5.95M in Q3 2018.
176 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2019.

Based on Pinnacle Family Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.