Calton & Associates’s iShares US Financial Services ETF IYG Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-357	Closed	-$16K	–	826
2017 Q4	$16K	Buy	+357	New	+$14.9K	﹤0.01%	935

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Calton & Associates's IYG Position: Q1 2018 in Review

Calton & Associates sold out of iShares US Financial Services ETF (IYG) in Q1 2018, closing a stake of 357 shares — an estimated $16K sold.

Calton & Associates first reported a position in IYG in Q4 2017 and held it in 1 quarter. The position peaked at $16K in Q4 2017. 146 funds tracked by Wall St. Rank hold IYG as of Q1 2018.

Calton & Associates reported no remaining iShares US Financial Services ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 357 iShares US Financial Services ETF shares in Q1 2018, an estimated $16K.
Calton & Associates first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's iShares US Financial Services ETF position peaked at $16K in Q4 2017.
146 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.