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

US Financial 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
2016 Q1	–	Sell	-304	Closed	-$11K	–	551
2015 Q4	$11K	Hold	304	–	–	0.01%	307
2015 Q3	$10K	Hold	304	–	–	0.02%	260
2015 Q2	$11K	Hold	304	–	–	0.01%	230
2015 Q1	$11K	Hold	304	–	–	0.01%	257
2014 Q4	$10K	Buy	+304	New	+$9.83K	0.01%	240

Other funds holding IYC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

US Financial Advisors's IYC Position: Q1 2016 in Review

US Financial Advisors sold out of iShares US Consumer Discretionary ETF (IYC) in Q1 2016, closing a stake of 304 shares — an estimated $11K sold.

US Financial Advisors first reported a position in IYC in Q4 2014 and held it in 5 quarters. The position peaked at $11K in Q4 2015. 114 funds tracked by Wall St. Rank hold IYC as of Q1 2016.

US Financial Advisors reported no remaining iShares US Consumer Discretionary ETF position as of Q1 2016 after selling out during the quarter.
US Financial Advisors sold 304 iShares US Consumer Discretionary ETF shares in Q1 2016, an estimated $11K.
US Financial Advisors first reported a position in iShares US Consumer Discretionary ETF in Q4 2014 and held it in 5 quarters.
US Financial Advisors's iShares US Consumer Discretionary ETF position peaked at $11K in Q4 2015.
114 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q1 2016.

Based on US Financial Advisors's 13F filing for Q1 2016, filed 5 May 2016.