Clear Perspective Advisors’s iShares US Financials ETF IYF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-2,350
Closed -$122K 480
2017
Q1
$122K Hold
2,350
0.08% 155
2016
Q4
$119K Buy
+2,350
New +$112K 0.08% 157

Other funds holding IYF

Clear Perspective Advisors's IYF Position: Q2 2017 in Review

Clear Perspective Advisors sold out of iShares US Financials ETF (IYF) in Q2 2017, closing a stake of 2,350 shares — an estimated $122K sold.

Clear Perspective Advisors first reported a position in IYF in Q4 2016 and held it in 2 quarters. The position peaked at $122K in Q1 2017. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

  • Clear Perspective Advisors reported no remaining iShares US Financials ETF position as of Q2 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 2,350 iShares US Financials ETF shares in Q2 2017, an estimated $122K.
  • Clear Perspective Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 2 quarters.
  • Clear Perspective Advisors's iShares US Financials ETF position peaked at $122K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on Clear Perspective Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.