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Alpine Global Management’s iShares US Financial Services ETF IYG Stock Holding History

Alpine Global 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
Q4 		– Sell
-23,772
Closed -$950K – 232
2017
Q3 		$950K Buy
23,772
+9,948
+72% +$381K 0.27% 58
2017
Q2 		$522K Buy
+13,824
New +$503K 0.16% 63

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Alpine Global Management's IYG Position: Q4 2017 in Review

Alpine Global Management sold out of iShares US Financial Services ETF (IYG) in Q4 2017, closing a stake of 23,772 shares — an estimated $950K sold.

Alpine Global Management first reported a position in IYG in Q2 2017 and held it in 2 quarters. The position peaked at $950K in Q3 2017. 140 funds tracked by Wall St. Rank hold IYG as of Q4 2017.

  • Alpine Global Management reported no remaining iShares US Financial Services ETF position as of Q4 2017 after selling out during the quarter.
  • Alpine Global Management sold 23,772 iShares US Financial Services ETF shares in Q4 2017, an estimated $950K.
  • Alpine Global Management first reported a position in iShares US Financial Services ETF in Q2 2017 and held it in 2 quarters.
  • Alpine Global Management's iShares US Financial Services ETF position peaked at $950K in Q3 2017.
  • 140 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2017.

Based on Alpine Global Management's 13F filing for Q4 2017, filed 14 Feb 2018.