Verity Asset Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History

Verity Asset Management’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
2018 Q4	–	Sell	-7,120	Closed	-$377K	–	131
2018 Q3	$377K	Buy	7,120 +1,300	+22%	+$66.3K	0.37%	69
2018 Q2	$282K	Buy	+5,820	New	+$274K	0.25%	83

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BDS

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

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

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Verity Asset Management's IYC Position: Q4 2018 in Review

Verity Asset Management sold out of iShares US Consumer Discretionary ETF (IYC) in Q4 2018, closing a stake of 7,120 shares — an estimated $377K sold.

Verity Asset Management first reported a position in IYC in Q2 2018 and held it in 2 quarters. The position peaked at $377K in Q3 2018. 173 funds tracked by Wall St. Rank hold IYC as of Q4 2018.

Verity Asset Management reported no remaining iShares US Consumer Discretionary ETF position as of Q4 2018 after selling out during the quarter.
Verity Asset Management sold 7,120 iShares US Consumer Discretionary ETF shares in Q4 2018, an estimated $377K.
Verity Asset Management first reported a position in iShares US Consumer Discretionary ETF in Q2 2018 and held it in 2 quarters.
Verity Asset Management's iShares US Consumer Discretionary ETF position peaked at $377K in Q3 2018.
173 funds tracked by Wall St. Rank held iShares US Consumer Discretionary ETF as of Q4 2018.

Based on Verity Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.