DWM
IYG icon

Destination Wealth Management’s iShares US Financial Services ETF IYG Stock Holding History

Destination Wealth Management’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
2018
Q3 		– Sell
-42
Closed -$2K – 726
2018
Q2 		$2K Buy
+42
New +$1.86K ﹤0.01% 470

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Destination Wealth Management's IYG Position: Q3 2018 in Review

Destination Wealth Management sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 42 shares — an estimated $2K sold.

Destination Wealth Management first reported a position in IYG in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

  • Destination Wealth Management reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 42 iShares US Financial Services ETF shares in Q3 2018, an estimated $2K.
  • Destination Wealth Management first reported a position in iShares US Financial Services ETF in Q2 2018 and held it in 1 quarter.
  • Destination Wealth Management's iShares US Financial Services ETF position peaked at $2K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.