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Edmond de Rothschild (Suisse)’s iShares US Financial Services ETF IYG Stock Holding History

Edmond de Rothschild (Suisse)’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
Q3 		$61K Buy
2,073
+1,641
+380% +$47.3K 0.02% 296
2016
Q2 		$12K Buy
+432
New +$12.1K ﹤0.01% 380

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s IYG Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) increased its iShares US Financial Services ETF (IYG) stake by 380% in Q3 2016, buying an estimated $47.3K and bringing the position to 2,073 shares worth $61K. The position accounts for 0.02% of the portfolio, ranked #296.

Edmond de Rothschild (Suisse) first reported a position in IYG in Q2 2016 and has held it in 2 quarters since. 73 funds tracked by Wall St. Rank hold IYG as of Q3 2016.

  • Edmond de Rothschild (Suisse) held 2,073 shares of iShares US Financial Services ETF worth $61K as of Q3 2016.
  • Edmond de Rothschild (Suisse) bought 1,641 iShares US Financial Services ETF shares in Q3 2016, an estimated $47.3K.
  • iShares US Financial Services ETF made up 0.02% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #296 holding.
  • Edmond de Rothschild (Suisse) first reported a position in iShares US Financial Services ETF in Q2 2016 and has held it in 2 quarters since.
  • 73 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.