EFS
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Essex Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

Essex Financial Services’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
-6,720
Closed -$202K – 316
2015
Q4 		$202K Buy
+6,720
New +$204K 0.05% 298
2015
Q3 		– Sell
-9,240
Closed -$290K – 329
2015
Q2 		$290K Buy
9,240
+2,520
+38% +$78.2K 0.07% 239
2015
Q1 		$200K Hold
6,720
– – 0.05% 306
2014
Q4 		$206K Buy
+6,720
New +$198K 0.05% 296

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

Essex Financial Services's IYG Position: Q1 2016 in Review

Essex Financial Services sold out of iShares US Financial Services ETF (IYG) in Q1 2016, closing a stake of 6,720 shares — an estimated $202K sold.

Essex Financial Services first reported a position in IYG in Q4 2014 and held it in 4 quarters. The position peaked at $290K in Q2 2015. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2016.

  • Essex Financial Services reported no remaining iShares US Financial Services ETF position as of Q1 2016 after selling out during the quarter.
  • Essex Financial Services sold 6,720 iShares US Financial Services ETF shares in Q1 2016, an estimated $202K.
  • Essex Financial Services first reported a position in iShares US Financial Services ETF in Q4 2014 and held it in 4 quarters.
  • Essex Financial Services's iShares US Financial Services ETF position peaked at $290K in Q2 2015.
  • 72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2016.

Based on Essex Financial Services's 13F filing for Q1 2016, filed 11 May 2016.