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Cornerstone Capital Management Holdings’s iShares US Financials ETF IYF Stock Holding History

Cornerstone Capital Management Holdings’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
2016
Q4 		– Sell
-31,858
Closed -$1.43M – 1374
2016
Q3 		$1.43M Buy
+31,858
New +$1.43M 0.01% 871

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Cornerstone Capital Management Holdings's IYF Position: Q4 2016 in Review

Cornerstone Capital Management Holdings sold out of iShares US Financials ETF (IYF) in Q4 2016, closing a stake of 31,858 shares — an estimated $1.43M sold.

Cornerstone Capital Management Holdings first reported a position in IYF in Q3 2016 and held it in 1 quarter. The position peaked at $1.43M in Q3 2016. 190 funds tracked by Wall St. Rank hold IYF as of Q4 2016.

  • Cornerstone Capital Management Holdings reported no remaining iShares US Financials ETF position as of Q4 2016 after selling out during the quarter.
  • Cornerstone Capital Management Holdings sold 31,858 iShares US Financials ETF shares in Q4 2016, an estimated $1.43M.
  • Cornerstone Capital Management Holdings first reported a position in iShares US Financials ETF in Q3 2016 and held it in 1 quarter.
  • Cornerstone Capital Management Holdings's iShares US Financials ETF position peaked at $1.43M in Q3 2016.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2016.

Based on Cornerstone Capital Management Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.