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Advantage Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Advantage Investment 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
Q2 		– Sell
-225
Closed -$8K – 1095
2017
Q1 		$8K Buy
+225
New +$8.26K ﹤0.01% 726

Other funds holding IYG

RIG
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Advantage Investment Management's IYG Position: Q2 2017 in Review

Advantage Investment Management sold out of iShares US Financial Services ETF (IYG) in Q2 2017, closing a stake of 225 shares — an estimated $8K sold.

Advantage Investment Management first reported a position in IYG in Q1 2017 and held it in 1 quarter. The position peaked at $8K in Q1 2017. 115 funds tracked by Wall St. Rank hold IYG as of Q2 2017.

  • Advantage Investment Management reported no remaining iShares US Financial Services ETF position as of Q2 2017 after selling out during the quarter.
  • Advantage Investment Management sold 225 iShares US Financial Services ETF shares in Q2 2017, an estimated $8K.
  • Advantage Investment Management first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 1 quarter.
  • Advantage Investment Management's iShares US Financial Services ETF position peaked at $8K in Q1 2017.
  • 115 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2017.

Based on Advantage Investment Management's 13F filing for Q2 2017, filed 14 Aug 2017.