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

Clear Perspective 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	-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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

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.