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Ascent Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

Ascent Wealth Partners’s Portfolio IYF Stock Details IYF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-3,880
Closed -$206K – 140
2018
Q4 		$206K Buy
+3,880
New +$222K 0.08% 113

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ascent Wealth Partners's IYF Position: Q1 2019 in Review

Ascent Wealth Partners sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 3,880 shares — an estimated $206K sold.

Ascent Wealth Partners first reported a position in IYF in Q4 2018 and held it in 1 quarter. The position peaked at $206K in Q4 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

  • Ascent Wealth Partners reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Ascent Wealth Partners sold 3,880 iShares US Financials ETF shares in Q1 2019, an estimated $206K.
  • Ascent Wealth Partners first reported a position in iShares US Financials ETF in Q4 2018 and held it in 1 quarter.
  • Ascent Wealth Partners's iShares US Financials ETF position peaked at $206K in Q4 2018.
  • 229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Ascent Wealth Partners's 13F filing for Q1 2019, filed 13 May 2019.