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IYG icon

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

Avestar Capital’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
2018
Q1 		– Sell
-285
Closed -$12K – 886
2017
Q4 		$12K Buy
+285
New +$11.9K 0.01% 419

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Avestar Capital's IYG Position: Q1 2018 in Review

Avestar Capital sold out of iShares US Financial Services ETF (IYG) in Q1 2018, closing a stake of 285 shares — an estimated $12K sold.

Avestar Capital first reported a position in IYG in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 146 funds tracked by Wall St. Rank hold IYG as of Q1 2018.

  • Avestar Capital reported no remaining iShares US Financial Services ETF position as of Q1 2018 after selling out during the quarter.
  • Avestar Capital sold 285 iShares US Financial Services ETF shares in Q1 2018, an estimated $12K.
  • Avestar Capital first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 1 quarter.
  • Avestar Capital's iShares US Financial Services ETF position peaked at $12K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2018.

Based on Avestar Capital's 13F filing for Q1 2018, filed 10 May 2018.