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

Beck 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
2020
Q1 		– Sell
-65,346
Closed -$3.31M – 91
2019
Q4 		$3.31M Sell
65,346
-1,956
-3% -$93.9K 1.62% 25
2019
Q3 		$3.06M Sell
67,302
-3,237
-5% -$146K 1.66% 28
2019
Q2 		$3.15M Sell
70,539
-3,777
-5% -$165K 1.66% 23
2019
Q1 		$3.09M Buy
+74,316
New +$3.08M 1.48% 31
2018
Q4 		– Sell
-37,632
Closed -$1.67M – 85
2018
Q3 		$1.67M Sell
37,632
-49,557
-57% -$2.24M 0.72% 45
2018
Q2 		$3.77M Sell
87,189
-3,456
-4% -$153K 1.82% 22
2018
Q1 		$3.96M Sell
90,645
-3,036
-3% -$138K 1.82% 17
2017
Q4 		$4.07M Buy
93,681
+1,998
+2% +$83.3K 1.79% 21
2017
Q3 		$3.66M Buy
91,683
+3,129
+4% +$120K 1.75% 24
2017
Q2 		$3.27M Buy
88,554
+654
+0.7% +$23.8K 1.68% 21
2017
Q1 		$3.2M Buy
87,900
+2,310
+3% +$84.8K 1.69% 20
2016
Q4 		$3.03M Buy
+85,590
New +$2.79M 1.7% 20
2015
Q3 		– Sell
-39,705
Closed -$1.24M – 127
2015
Q2 		$1.24M Sell
39,705
-387
-1% -$12K 0.67% 49
2015
Q1 		$1.2M Sell
40,092
-1,710
-4% -$50.6K 0.68% 46
2014
Q4 		$1.28M Buy
41,802
+345
+0.8% +$10.2K 0.75% 42
2014
Q3 		$1.16M Buy
41,457
+1,611
+4% +$45.7K 0.82% 39
2014
Q2 		$1.12M Sell
39,846
-2,430
-6% -$66.8K 0.74% 47
2014
Q1 		$1.2M Sell
42,276
-345
-0.8% -$9.57K 0.92% 36
2013
Q4 		$1.15M Buy
+42,621
New +$1.12M 0.92% 36

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Beck Capital Management's IYG Position: Q1 2020 in Review

Beck Capital Management sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 65,346 shares — an estimated $3.31M sold.

Beck Capital Management first reported a position in IYG in Q4 2013 and held it in 19 quarters. The position peaked at $4.07M in Q4 2017. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

  • Beck Capital Management reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
  • Beck Capital Management sold 65,346 iShares US Financial Services ETF shares in Q1 2020, an estimated $3.31M.
  • Beck Capital Management first reported a position in iShares US Financial Services ETF in Q4 2013 and held it in 19 quarters.
  • Beck Capital Management's iShares US Financial Services ETF position peaked at $4.07M in Q4 2017.
  • 142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on Beck Capital Management's 13F filing for Q1 2020, filed 15 May 2020.