1832 Asset Management
IYG icon

1832 Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

1832 Asset Management’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-150
Closed -$6K – 681
2017
Q2 		$6K Buy
+150
New +$5.45K ﹤0.01% 620

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1832 Asset Management's IYG Position: Q3 2017 in Review

1832 Asset Management sold out of iShares US Financial Services ETF (IYG) in Q3 2017, closing a stake of 150 shares — an estimated $6K sold.

1832 Asset Management first reported a position in IYG in Q2 2017 and held it in 1 quarter. The position peaked at $6K in Q2 2017. 111 funds tracked by Wall St. Rank hold IYG as of Q3 2017.

  • 1832 Asset Management reported no remaining iShares US Financial Services ETF position as of Q3 2017 after selling out during the quarter.
  • 1832 Asset Management sold 150 iShares US Financial Services ETF shares in Q3 2017, an estimated $6K.
  • 1832 Asset Management first reported a position in iShares US Financial Services ETF in Q2 2017 and held it in 1 quarter.
  • 1832 Asset Management's iShares US Financial Services ETF position peaked at $6K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2017.

Based on 1832 Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.