Choate Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Choate Investment Advisors’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	-8,510	Closed	-$414K	–	245
2020 Q1	$414K	Hold	8,510	–	–	0.03%	164
2019 Q4	$586K	Hold	8,510	–	–	0.04%	147
2019 Q3	$548K	Hold	8,510	–	–	0.03%	152
2019 Q2	$534K	Hold	8,510	–	–	0.03%	154
2019 Q1	$503K	Hold	8,510	–	–	0.03%	161
2018 Q4	$453K	Buy	+8,510	New	+$488K	0.03%	158

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Choate Investment Advisors's IYF Position: Q2 2020 in Review

Choate Investment Advisors sold out of iShares US Financials ETF (IYF) in Q2 2020, closing a stake of 8,510 shares — an estimated $414K sold.

Choate Investment Advisors first reported a position in IYF in Q4 2018 and held it in 6 quarters. The position peaked at $586K in Q4 2019. 232 funds tracked by Wall St. Rank hold IYF as of Q2 2020.

Choate Investment Advisors reported no remaining iShares US Financials ETF position as of Q2 2020 after selling out during the quarter.
Choate Investment Advisors sold 8,510 iShares US Financials ETF shares in Q2 2020, an estimated $414K.
Choate Investment Advisors first reported a position in iShares US Financials ETF in Q4 2018 and held it in 6 quarters.
Choate Investment Advisors's iShares US Financials ETF position peaked at $586K in Q4 2019.
232 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2020.

Based on Choate Investment Advisors's 13F filing for Q2 2020, filed 23 Jul 2020.