Chevy Chase Trust
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Chevy Chase Trust’s iShares US Financial Services ETF IYG Stock Holding History

Chevy Chase Trust’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
Q1 		– Sell
-402
Closed -$15K – 692
2018
Q4 		$15K Buy
+402
New +$16.6K ﹤0.01% 712

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
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

Chevy Chase Trust's IYG Position: Q1 2019 in Review

Chevy Chase Trust sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 402 shares — an estimated $15K sold.

Chevy Chase Trust first reported a position in IYG in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

  • Chevy Chase Trust reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 402 iShares US Financial Services ETF shares in Q1 2019, an estimated $15K.
  • Chevy Chase Trust first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Financial Services ETF position peaked at $15K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.