Blue Granite Capital’s iShares US Financials ETF IYF Stock Holding History

Blue Granite Capital’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
2017 Q4	$18K	Hold	300	–	–	0.01%	95
2017 Q3	$17K	Hold	300	–	–	0.01%	126
2017 Q2	$16K	Hold	300	–	–	0.01%	104
2017 Q1	$16K	Hold	300	–	–	0.01%	97
2016 Q4	$15K	Buy	+300	New	+$14.3K	0.01%	95

Other funds holding IYF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Blue Granite Capital's IYF Position: Q4 2017 in Review

Blue Granite Capital held its iShares US Financials ETF (IYF) position steady in Q4 2017 at 300 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #95.

Blue Granite Capital first reported a position in IYF in Q4 2016 and has held it in 5 quarters since. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

Blue Granite Capital held 300 shares of iShares US Financials ETF worth $18K as of Q4 2017.
Blue Granite Capital left its iShares US Financials ETF share count unchanged in Q4 2017.
iShares US Financials ETF made up 0.01% of Blue Granite Capital's portfolio in Q4 2017, its #95 holding.
Blue Granite Capital first reported a position in iShares US Financials ETF in Q4 2016 and has held it in 5 quarters since.
221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

Based on Blue Granite Capital's 13F filing for Q4 2017, filed 14 Feb 2018.