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Cumberland Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Cumberland Advisors’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
Q1 		– Sell
-47,190
Closed -$1.42M – 57
2015
Q4 		$1.42M Sell
47,190
-182,280
-79% -$5.53M 0.84% 28
2015
Q3 		$6.54M Sell
229,470
-10,080
-4% -$309K 4.07% 9
2015
Q2 		$7.51M Buy
239,550
+12,780
+6% +$397K 3.97% 9
2015
Q1 		$6.76M Buy
226,770
+89,790
+66% +$2.66M 3.51% 9
2014
Q4 		$4.19M Buy
136,980
+26,100
+24% +$769K 2.44% 13
2014
Q3 		$3.18M Buy
+110,880
New +$3.15M 2.1% 18

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 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

Cumberland Advisors's IYG Position: Q1 2016 in Review

Cumberland Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2016, closing a stake of 47,190 shares — an estimated $1.42M sold.

Cumberland Advisors first reported a position in IYG in Q3 2014 and held it in 6 quarters. The position peaked at $7.51M in Q2 2015. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2016.

  • Cumberland Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2016 after selling out during the quarter.
  • Cumberland Advisors sold 47,190 iShares US Financial Services ETF shares in Q1 2016, an estimated $1.42M.
  • Cumberland Advisors first reported a position in iShares US Financial Services ETF in Q3 2014 and held it in 6 quarters.
  • Cumberland Advisors's iShares US Financial Services ETF position peaked at $7.51M in Q2 2015.
  • 72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2016.

Based on Cumberland Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.