Capital Fund Management (CFM)
IYF icon

Capital Fund Management (CFM)’s iShares US Financials ETF IYF Stock Holding History

Capital Fund Management (CFM)’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
2020
Q2 		– Sell
-6,002
Closed -$292K – 1297
2020
Q1 		$292K Sell
6,002
-32,598
-84% -$2.06M ﹤0.01% 1238
2019
Q4 		$2.66M Sell
38,600
-15,200
-28% -$1.01M 0.02% 751
2019
Q3 		$3.46M Buy
53,800
+33,000
+159% +$2.1M 0.03% 608
2019
Q2 		$1.31M Buy
+20,800
New +$1.28M 0.01% 930
2018
Q4 		– Sell
-134,036
Closed -$8.14M – 2036
2018
Q3 		$8.14M Buy
134,036
+468
+0.4% +$28.7K 0.04% 565
2018
Q2 		$7.83M Buy
+133,568
New +$7.95M 0.04% 562
2018
Q1 		– Sell
-115,650
Closed -$6.91M – 2007
2017
Q4 		$6.91M Sell
115,650
-32,600
-22% -$1.89M 0.04% 540
2017
Q3 		$8.31M Buy
148,250
+59,916
+68% +$3.27M 0.06% 385
2017
Q2 		$4.75M Buy
88,334
+61,334
+227% +$3.21M 0.04% 479
2017
Q1 		$1.41M Buy
27,000
+6,600
+32% +$344K 0.01% 830
2016
Q4 		$1.03M Buy
+20,400
New +$974K 0.01% 1011

Other funds holding IYF

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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital Fund Management (CFM)'s IYF Position: Q2 2020 in Review

Capital Fund Management (CFM) sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 6,002 shares — an estimated $292K sold.

Capital Fund Management (CFM) first reported a position in IYF in Q4 2016 and held it in 11 quarters. The position peaked at $8.31M in Q3 2017. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

  • Capital Fund Management (CFM) reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 6,002 iShares US Financials ETF shares in Q2 2020, an estimated $292K.
  • Capital Fund Management (CFM) first reported a position in iShares US Financials ETF in Q4 2016 and held it in 11 quarters.
  • Capital Fund Management (CFM)'s iShares US Financials ETF position peaked at $8.31M in Q3 2017.
  • 232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2020, filed 13 Aug 2020.