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Banque Pictet & Cie’s iShares US Financial Services ETF IYG Stock Holding History

Banque Pictet & Cie’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
Q3 		– Sell
-25,482
Closed -$963K – 368
2017
Q2 		$963K Buy
25,482
+10,326
+68% +$375K 0.02% 252
2017
Q1 		$551K Buy
+15,156
New +$556K 0.01% 274

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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Banque Pictet & Cie's IYG Position: Q3 2017 in Review

Banque Pictet & Cie sold out of iShares US Financial Services ETF (IYG) in Q3 2017, closing a stake of 25,482 shares — an estimated $963K sold.

Banque Pictet & Cie first reported a position in IYG in Q1 2017 and held it in 2 quarters. The position peaked at $963K in Q2 2017. 111 funds tracked by Wall St. Rank hold IYG as of Q3 2017.

  • Banque Pictet & Cie reported no remaining iShares US Financial Services ETF position as of Q3 2017 after selling out during the quarter.
  • Banque Pictet & Cie sold 25,482 iShares US Financial Services ETF shares in Q3 2017, an estimated $963K.
  • Banque Pictet & Cie first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 2 quarters.
  • Banque Pictet & Cie's iShares US Financial Services ETF position peaked at $963K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2017.

Based on Banque Pictet & Cie's 13F filing for Q3 2017, filed 7 Nov 2017.