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Banque Pictet & Cie’s iShares US Financials ETF IYF Stock Holding History

Banque Pictet & Cie’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
Q2 		– Sell
-4,000
Closed -$236K – 330
2019
Q1 		$236K Hold
4,000
– – ﹤0.01% 306
2018
Q4 		$213K Hold
4,000
– – ﹤0.01% 322
2018
Q3 		$243K Hold
4,000
– – ﹤0.01% 339
2018
Q2 		$234K Hold
4,000
– – ﹤0.01% 330
2018
Q1 		$236K Sell
4,000
-4,860
-55% -$295K 0.01% 343
2017
Q4 		$529K Hold
8,860
– – 0.01% 269
2017
Q3 		$497K Hold
8,860
– – 0.01% 292
2017
Q2 		$476K Buy
8,860
+2,000
+29% +$105K 0.01% 305
2017
Q1 		$357K Buy
6,860
+750
+12% +$39.1K 0.01% 300
2016
Q4 		$310K Hold
6,110
– – 0.01% 299
2016
Q3 		$275K Sell
6,110
-4,780
-44% -$214K 0.01% 298
2016
Q2 		$468K Sell
10,890
-3,630
-25% -$157K 0.01% 263
2016
Q1 		$614K Sell
14,520
-800
-5% -$32.4K 0.02% 238
2015
Q4 		$677K Sell
15,320
-6,970
-31% -$311K 0.02% 221
2015
Q3 		$937K Sell
22,290
-7,800
-26% -$348K 0.03% 208
2015
Q2 		$1.35M Hold
30,090
– – 0.11% 124
2015
Q1 		$1.34M Buy
30,090
+2,950
+11% +$131K 0.03% 222
2014
Q4 		$1.22M Buy
27,140
+1,490
+6% +$64.8K 0.03% 236
2014
Q3 		$1.07M Sell
25,650
-2,670
-9% -$112K 0.03% 228
2014
Q2 		$1.18M Buy
28,320
+12,450
+78% +$506K 0.03% 215
2014
Q1 		$649K Sell
15,870
-13,450
-46% -$537K 0.02% 251
2013
Q4 		$1.18M Buy
+29,320
New +$1.13M 0.03% 204

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Banque Pictet & Cie's IYF Position: Q2 2019 in Review

Banque Pictet & Cie sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 4,000 shares — an estimated $236K sold.

Banque Pictet & Cie first reported a position in IYF in Q4 2013 and held it in 22 quarters. The position peaked at $1.35M in Q2 2015. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Banque Pictet & Cie reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Banque Pictet & Cie sold 4,000 iShares US Financials ETF shares in Q2 2019, an estimated $236K.
  • Banque Pictet & Cie first reported a position in iShares US Financials ETF in Q4 2013 and held it in 22 quarters.
  • Banque Pictet & Cie's iShares US Financials ETF position peaked at $1.35M in Q2 2015.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Banque Pictet & Cie's 13F filing for Q2 2019, filed 7 Aug 2019.