DWT
IYG icon

Dorsey & Whitney Trust’s iShares US Financial Services ETF IYG Stock Holding History

Dorsey & Whitney Trust’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
2013
Q4 		– Sell
-11,568
Closed -$286K – 265
2013
Q3 		$286K Hold
11,568
– – 0.09% 184
2013
Q2 		$276K Buy
+11,568
New +$267K 0.09% 167

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Dorsey & Whitney Trust's IYG Position: Q4 2013 in Review

Dorsey & Whitney Trust sold out of iShares US Financial Services ETF (IYG) in Q4 2013, closing a stake of 11,568 shares — an estimated $286K sold.

Dorsey & Whitney Trust first reported a position in IYG in Q2 2013 and held it in 2 quarters. The position peaked at $286K in Q3 2013. 68 funds tracked by Wall St. Rank hold IYG as of Q4 2013.

  • Dorsey & Whitney Trust reported no remaining iShares US Financial Services ETF position as of Q4 2013 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 11,568 iShares US Financial Services ETF shares in Q4 2013, an estimated $286K.
  • Dorsey & Whitney Trust first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 2 quarters.
  • Dorsey & Whitney Trust's iShares US Financial Services ETF position peaked at $286K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2013.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2013, filed 10 Feb 2014.