CCS
IYG icon

Crosspoint Capital Strategies’s iShares US Financial Services ETF IYG Stock Holding History

Crosspoint Capital Strategies’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-186
Closed -$5K – 156
2016
Q3 		$5K Hold
186
– – 0.01% 93
2016
Q2 		$5K Buy
+186
New +$5.19K 0.01% 101
2015
Q3 		– Sell
-150
Closed -$5K – 827
2015
Q2 		$5K Hold
150
– – ﹤0.01% 575
2015
Q1 		$4K Buy
+150
New +$4.44K ﹤0.01% 481

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Crosspoint Capital Strategies's IYG Position: Q4 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Financial Services ETF (IYG) in Q4 2016, closing a stake of 186 shares — an estimated $5K sold.

Crosspoint Capital Strategies first reported a position in IYG in Q1 2015 and held it in 4 quarters. The position peaked at $5K in Q3 2016. 104 funds tracked by Wall St. Rank hold IYG as of Q4 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Financial Services ETF position as of Q4 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 186 iShares US Financial Services ETF shares in Q4 2016, an estimated $5K.
  • Crosspoint Capital Strategies first reported a position in iShares US Financial Services ETF in Q1 2015 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares US Financial Services ETF position peaked at $5K in Q3 2016.
  • 104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2016, filed 23 Jan 2017.