Caisse de Depot et Placement du Quebec (CDPQ)
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Caisse de Depot et Placement du Quebec (CDPQ)’s iShares US Financial Services ETF IYG Stock Holding History

Caisse de Depot et Placement du Quebec (CDPQ)’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
2013
Q4 		– Sell
-60,480
Closed -$1.49M – 776
2013
Q3 		$1.49M Sell
60,480
-42,900
-41% -$1.07M ﹤0.01% 694
2013
Q2 		$2.48M Buy
+103,380
New +$2.38M 0.01% 645

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)'s IYG Position: Q4 2013 in Review

Caisse de Depot et Placement du Quebec (CDPQ) sold out of iShares US Financial Services ETF (IYG) in Q4 2013, closing a stake of 60,480 shares — an estimated $1.49M sold.

Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in IYG in Q2 2013 and held it in 2 quarters. The position peaked at $2.48M in Q2 2013. 68 funds tracked by Wall St. Rank hold IYG as of Q4 2013.

  • Caisse de Depot et Placement du Quebec (CDPQ) reported no remaining iShares US Financial Services ETF position as of Q4 2013 after selling out during the quarter.
  • Caisse de Depot et Placement du Quebec (CDPQ) sold 60,480 iShares US Financial Services ETF shares in Q4 2013, an estimated $1.49M.
  • Caisse de Depot et Placement du Quebec (CDPQ) first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 2 quarters.
  • Caisse de Depot et Placement du Quebec (CDPQ)'s iShares US Financial Services ETF position peaked at $2.48M in Q2 2013.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2013.

Based on Caisse de Depot et Placement du Quebec (CDPQ)'s 13F filing for Q4 2013, filed 14 Feb 2014.