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Avalon Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Avalon Capital 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
2015
Q3 		– Sell
-88,155
Closed -$2.76M – 71
2015
Q2 		$2.76M Buy
+88,155
New +$2.74M 2.52% 13

Other funds holding IYG

AssetMark Inc
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Avalon Capital Management's IYG Position: Q3 2015 in Review

Avalon Capital Management sold out of iShares US Financial Services ETF (IYG) in Q3 2015, closing a stake of 88,155 shares — an estimated $2.76M sold.

Avalon Capital Management first reported a position in IYG in Q2 2015 and held it in 1 quarter. The position peaked at $2.76M in Q2 2015. 82 funds tracked by Wall St. Rank hold IYG as of Q3 2015.

  • Avalon Capital Management reported no remaining iShares US Financial Services ETF position as of Q3 2015 after selling out during the quarter.
  • Avalon Capital Management sold 88,155 iShares US Financial Services ETF shares in Q3 2015, an estimated $2.76M.
  • Avalon Capital Management first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 1 quarter.
  • Avalon Capital Management's iShares US Financial Services ETF position peaked at $2.76M in Q2 2015.
  • 82 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2015.

Based on Avalon Capital Management's 13F filing for Q3 2015, filed 22 Oct 2015.