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

Clarfeld Financial 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
2018 Q4	$31K	Buy	+819	New	+$33.8K	0.03%	129

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 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 $609B AUM 40.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Clarfeld Financial Advisors's IYG Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in iShares US Financial Services ETF (IYG) in Q4 2018: 819 shares worth $31K. The stake represents 0.03% of the portfolio and ranks #129 among its holdings.

148 funds tracked by Wall St. Rank hold IYG as of Q4 2018.

Clarfeld Financial Advisors held 819 shares of iShares US Financial Services ETF worth $31K as of Q4 2018.
iShares US Financial Services ETF was a new Clarfeld Financial Advisors position in Q4 2018.
iShares US Financial Services ETF made up 0.03% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #129 holding.
148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.