CW
IYF icon

Cobiz Wealth’s iShares US Financials ETF IYF Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-990
Closed -$35K – 240
2013
Q2 		$35K Buy
+990
New +$35K 0.01% 194

Other funds holding IYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cobiz Wealth's IYF Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares US Financials ETF (IYF) in Q3 2013, closing a stake of 990 shares — an estimated $35K sold.

Cobiz Wealth first reported a position in IYF in Q2 2013 and held it in 1 quarter. The position peaked at $35K in Q2 2013. 108 funds tracked by Wall St. Rank hold IYF as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares US Financials ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 990 iShares US Financials ETF shares in Q3 2013, an estimated $35K.
  • Cobiz Wealth first reported a position in iShares US Financials ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares US Financials ETF position peaked at $35K in Q2 2013.
  • 108 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.