Butensky & Cohen Financial Security’s iShares US Financials ETF IYF Stock Holding History

Butensky & Cohen Financial Security’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 Q3	–	Sell	-120	Closed	-$6K	–	98
2017 Q2	$6K	Hold	120	–	–	0.01%	110
2017 Q1	$6K	Hold	120	–	–	0.01%	109
2016 Q4	$6K	Hold	120	–	–	0.01%	106
2016 Q3	$5K	Hold	120	–	–	﹤0.01%	107
2016 Q2	$5K	Sell	120 -540	-82%	-$23.4K	﹤0.01%	98
2016 Q1	$28K	Hold	660	–	–	0.03%	85
2015 Q4	$29K	Hold	660	–	–	0.03%	87
2015 Q3	$28K	Buy	660 +120	+22%	+$5.35K	0.03%	85
2015 Q2	$24K	Buy	540 +50	+10%	+$2.26K	0.02%	88
2015 Q1	$22K	Buy	490 +10	+2%	+$444	0.02%	91
2014 Q4	$22K	Buy	+480	New	+$20.9K	0.02%	91

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Butensky & Cohen Financial Security's IYF Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares US Financials ETF (IYF) in Q3 2017, closing a stake of 120 shares — an estimated $6K sold.

Butensky & Cohen Financial Security first reported a position in IYF in Q4 2014 and held it in 11 quarters. The position peaked at $29K in Q4 2015. 195 funds tracked by Wall St. Rank hold IYF as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares US Financials ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 120 iShares US Financials ETF shares in Q3 2017, an estimated $6K.
Butensky & Cohen Financial Security first reported a position in iShares US Financials ETF in Q4 2014 and held it in 11 quarters.
Butensky & Cohen Financial Security's iShares US Financials ETF position peaked at $29K in Q4 2015.
195 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.