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Crosspoint Capital Strategies’s iShares US Financials ETF IYF Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-2,062
Closed -$93K – 479
2015
Q4 		$93K Buy
+2,062
New +$91.9K 0.02% 346
2015
Q3 		– Sell
-240
Closed -$11K – 826
2015
Q2 		$11K Hold
240
– – ﹤0.01% 485
2015
Q1 		$11K Buy
+240
New +$10.7K 0.01% 385

Other funds holding IYF

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crosspoint Capital Strategies's IYF Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Financials ETF (IYF) in Q1 2016, closing a stake of 2,062 shares — an estimated $93K sold.

Crosspoint Capital Strategies first reported a position in IYF in Q1 2015 and held it in 3 quarters. The position peaked at $93K in Q4 2015. 141 funds tracked by Wall St. Rank hold IYF as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Financials ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 2,062 iShares US Financials ETF shares in Q1 2016, an estimated $93K.
  • Crosspoint Capital Strategies first reported a position in iShares US Financials ETF in Q1 2015 and held it in 3 quarters.
  • Crosspoint Capital Strategies's iShares US Financials ETF position peaked at $93K in Q4 2015.
  • 141 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.