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CLA (CliftonLarsonAllen) Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2017
Q2 		– Sell
-52,592
Closed -$2.74M – 134
2017
Q1 		$2.74M Buy
+52,592
New +$2.74M 0.31% 45

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's IYF Position: Q2 2017 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q2 2017, closing a stake of 52,592 shares — an estimated $2.74M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in IYF in Q1 2017 and held it in 1 quarter. The position peaked at $2.74M in Q1 2017. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining iShares US Financials ETF position as of Q2 2017 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 52,592 iShares US Financials ETF shares in Q2 2017, an estimated $2.74M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in iShares US Financials ETF in Q1 2017 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's iShares US Financials ETF position peaked at $2.74M in Q1 2017.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2017, filed 1 Aug 2017.