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IYG icon

BOK Financial’s iShares US Financial Services ETF IYG Stock Holding History

BOK Financial’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
Q4 		– Sell
-2,937
Closed -$118K – 1023
2017
Q3 		$118K Buy
+2,937
New +$112K ﹤0.01% 918

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

BOK Financial's IYG Position: Q4 2017 in Review

BOK Financial sold out of iShares US Financial Services ETF (IYG) in Q4 2017, closing a stake of 2,937 shares — an estimated $118K sold.

BOK Financial first reported a position in IYG in Q3 2017 and held it in 1 quarter. The position peaked at $118K in Q3 2017. 140 funds tracked by Wall St. Rank hold IYG as of Q4 2017.

  • BOK Financial reported no remaining iShares US Financial Services ETF position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 2,937 iShares US Financial Services ETF shares in Q4 2017, an estimated $118K.
  • BOK Financial first reported a position in iShares US Financial Services ETF in Q3 2017 and held it in 1 quarter.
  • BOK Financial's iShares US Financial Services ETF position peaked at $118K in Q3 2017.
  • 140 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.