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

Strategic 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
2019
Q2 		– Sell
-4,696
Closed -$240K – 159
2019
Q1 		$240K Sell
4,696
-108
-2% -$5.31K 0.16% 110
2018
Q4 		$217K Buy
+4,804
New +$234K 0.2% 102

Other funds holding IYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
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

Strategic Investment Advisors's IYC Position: Q2 2019 in Review

Strategic Investment Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q2 2019, closing a stake of 4,696 shares — an estimated $240K sold.

Strategic Investment Advisors first reported a position in IYC in Q4 2018 and held it in 2 quarters. The position peaked at $240K in Q1 2019. 175 funds tracked by Wall St. Rank hold IYC as of Q2 2019.

  • Strategic Investment Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q2 2019 after selling out during the quarter.
  • Strategic Investment Advisors sold 4,696 iShares US Consumer Discretionary ETF shares in Q2 2019, an estimated $240K.
  • Strategic Investment Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2018 and held it in 2 quarters.
  • Strategic Investment Advisors's iShares US Consumer Discretionary ETF position peaked at $240K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q2 2019.

Based on Strategic Investment Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.