Sage Capital Advisors’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Sage Capital 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 Q2	–	Sell	-7,968	Closed	-$407K	–	101
2019 Q1	$407K	Sell	7,968 -252	-3%	-$12.4K	0.26%	65
2018 Q4	$372K	Buy	+8,220	New	+$400K	0.28%	59

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

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

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

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

BDS

Banco de Sabadell Miami, Florida $151M AUM 22.94% 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 $7.32B AUM 26.67% 1-Year Est. Return

Sage Capital Advisors's IYC Position: Q2 2019 in Review

Sage Capital Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2019, closing a stake of 7,968 shares — an estimated $407K sold.

Sage Capital Advisors first reported a position in IYC in Q4 2018 and held it in 2 quarters. The position peaked at $407K in Q1 2019. 175 funds tracked by Wall St. Rank hold IYC as of Q2 2019.

Sage Capital Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
Sage Capital Advisors sold 7,968 iShares US Consumer Discretionary ETF shares in Q2 2019, an estimated $407K.
Sage Capital Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 2 quarters.
Sage Capital Advisors's iShares US Consumer Discretionary ETF position peaked at $407K in Q1 2019.
175 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2019.

Based on Sage Capital Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.