Schroder Investment Management Group
IYC icon

Schroder Investment Management Group’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Schroder Investment Management 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
2014
Q4 		– Sell
-720
Closed -$22.4K – 1409
2014
Q3 		$22.4K Buy
+720
New +$22.5K ﹤0.01% 1333
2013
Q4 		– Sell
-720
Closed -$19.8K – 1520
2013
Q3 		$19.8K Buy
+720
New +$19.4K ﹤0.01% 1406

Other funds holding IYC

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Schroder Investment Management Group's IYC Position: Q4 2014 in Review

Schroder Investment Management Group sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2014, closing a stake of 720 shares — an estimated $22.4K sold.

Schroder Investment Management Group first reported a position in IYC in Q3 2013 and held it in 2 quarters. The position peaked at $22.4K in Q3 2014. 99 funds tracked by Wall St. Rank hold IYC as of Q4 2014.

  • Schroder Investment Management Group reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 720 iShares US Consumer Discretionary ETF shares in Q4 2014, an estimated $22.4K.
  • Schroder Investment Management Group first reported a position in iShares US Consumer Discretionary ETF in Q3 2013 and held it in 2 quarters.
  • Schroder Investment Management Group's iShares US Consumer Discretionary ETF position peaked at $22.4K in Q3 2014.
  • 99 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2014.

Based on Schroder Investment Management Group's 13F filing for Q4 2014, filed 17 Feb 2015.