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Accuvest Global Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Accuvest Global Advisors’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
2014
Q3 		– Sell
-49,500
Closed -$1.39M – 81
2014
Q2 		$1.39M Sell
49,500
-124,095
-71% -$3.41M 0.43% 36
2014
Q1 		$4.91M Buy
+173,595
New +$4.82M 1.28% 21

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Accuvest Global Advisors's IYG Position: Q3 2014 in Review

Accuvest Global Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2014, closing a stake of 49,500 shares — an estimated $1.39M sold.

Accuvest Global Advisors first reported a position in IYG in Q1 2014 and held it in 2 quarters. The position peaked at $4.91M in Q1 2014. 74 funds tracked by Wall St. Rank hold IYG as of Q3 2014.

  • Accuvest Global Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 49,500 iShares US Financial Services ETF shares in Q3 2014, an estimated $1.39M.
  • Accuvest Global Advisors first reported a position in iShares US Financial Services ETF in Q1 2014 and held it in 2 quarters.
  • Accuvest Global Advisors's iShares US Financial Services ETF position peaked at $4.91M in Q1 2014.
  • 74 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2014.

Based on Accuvest Global Advisors's 13F filing for Q3 2014, filed 8 Oct 2014.