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Capital Planning Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Capital Planning Advisors’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
2019
Q4 		– Sell
-183
Closed -$8K – 136
2019
Q3 		$8K Buy
+183
New +$8.25K ﹤0.01% 146

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCWS
McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

Capital Planning Advisors's IYG Position: Q4 2019 in Review

Capital Planning Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2019, closing a stake of 183 shares — an estimated $8K sold.

Capital Planning Advisors first reported a position in IYG in Q3 2019 and held it in 1 quarter. The position peaked at $8K in Q3 2019. 160 funds tracked by Wall St. Rank hold IYG as of Q4 2019.

  • Capital Planning Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Planning Advisors sold 183 iShares US Financial Services ETF shares in Q4 2019, an estimated $8K.
  • Capital Planning Advisors first reported a position in iShares US Financial Services ETF in Q3 2019 and held it in 1 quarter.
  • Capital Planning Advisors's iShares US Financial Services ETF position peaked at $8K in Q3 2019.
  • 160 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2019.

Based on Capital Planning Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.