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Dorsey Wright & Associates’s iShares US Financial Services ETF IYG Stock Holding History

Dorsey Wright & Associates’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
Q1 		– Sell
-8,355
Closed -$363K – 135
2017
Q4 		$363K Sell
8,355
-672
-7% -$28K 0.07% 125
2017
Q3 		$361K Buy
9,027
+30
+0.3% +$1.15K 0.08% 126
2017
Q2 		$340K Buy
+8,997
New +$327K 0.1% 126
2013
Q3 		– Sell
-1,767
Closed -$42K – 115
2013
Q2 		$42K Buy
+1,767
New +$40.8K 0.01% 124

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dorsey Wright & Associates's IYG Position: Q1 2018 in Review

Dorsey Wright & Associates sold out of iShares US Financial Services ETF (IYG) in Q1 2018, closing a stake of 8,355 shares — an estimated $363K sold.

Dorsey Wright & Associates first reported a position in IYG in Q2 2013 and held it in 4 quarters. The position peaked at $363K in Q4 2017. 146 funds tracked by Wall St. Rank hold IYG as of Q1 2018.

  • Dorsey Wright & Associates reported no remaining iShares US Financial Services ETF position as of Q1 2018 after selling out during the quarter.
  • Dorsey Wright & Associates sold 8,355 iShares US Financial Services ETF shares in Q1 2018, an estimated $363K.
  • Dorsey Wright & Associates first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 4 quarters.
  • Dorsey Wright & Associates's iShares US Financial Services ETF position peaked at $363K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2018.

Based on Dorsey Wright & Associates's 13F filing for Q1 2018, filed 30 Apr 2018.