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Berman Capital Advisors’s iShares US Financials ETF IYF Stock Holding History

Berman Capital Advisors’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
-496
Closed -$29K – 1525
2019
Q1 		$29K Buy
496
+196
+65% +$11.4K 0.01% 372
2018
Q4 		$15K Buy
+300
New +$17.2K 0.01% 437

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

Berman Capital Advisors's IYF Position: Q2 2019 in Review

Berman Capital Advisors sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 496 shares — an estimated $29K sold.

Berman Capital Advisors first reported a position in IYF in Q4 2018 and held it in 2 quarters. The position peaked at $29K in Q1 2019. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Berman Capital Advisors reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 496 iShares US Financials ETF shares in Q2 2019, an estimated $29K.
  • Berman Capital Advisors first reported a position in iShares US Financials ETF in Q4 2018 and held it in 2 quarters.
  • Berman Capital Advisors's iShares US Financials ETF position peaked at $29K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Berman Capital Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.