Cavalier Investments’s iShares US Financial Services ETF IYG Stock Holding History

Cavalier Investments’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 Q3	–	Sell	-85,785	Closed	-$3.71M	–	170
2018 Q2	$3.71M	Buy	+85,785	New	+$3.8M	1.25%	14
2017 Q3	–	Sell	-33,153	Closed	-$1.21M	–	163
2017 Q2	$1.21M	Hold	33,153	–	–	0.67%	37
2017 Q1	$1.21M	Buy	+33,153	New	+$1.22M	0.68%	34

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cavalier Investments's IYG Position: Q3 2018 in Review

Cavalier Investments sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 85,785 shares — an estimated $3.71M sold.

Cavalier Investments first reported a position in IYG in Q1 2017 and held it in 3 quarters. The position peaked at $3.71M in Q2 2018. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

Cavalier Investments reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
Cavalier Investments sold 85,785 iShares US Financial Services ETF shares in Q3 2018, an estimated $3.71M.
Cavalier Investments first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 3 quarters.
Cavalier Investments's iShares US Financial Services ETF position peaked at $3.71M in Q2 2018.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Cavalier Investments's 13F filing for Q3 2018, filed 13 Nov 2018.