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F.L. Putnam Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

F.L. Putnam Investment 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
2013
Q4 		– Sell
-15,840
Closed -$391K – 201
2013
Q3 		$391K Buy
15,840
+495
+3% +$12.4K 0.05% 163
2013
Q2 		$366K Buy
+15,345
New +$354K 0.05% 158

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

F.L. Putnam Investment Management's IYG Position: Q4 2013 in Review

F.L. Putnam Investment Management sold out of iShares US Financial Services ETF (IYG) in Q4 2013, closing a stake of 15,840 shares — an estimated $391K sold.

F.L. Putnam Investment Management first reported a position in IYG in Q2 2013 and held it in 2 quarters. The position peaked at $391K in Q3 2013. 68 funds tracked by Wall St. Rank hold IYG as of Q4 2013.

  • F.L. Putnam Investment Management reported no remaining iShares US Financial Services ETF position as of Q4 2013 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 15,840 iShares US Financial Services ETF shares in Q4 2013, an estimated $391K.
  • F.L. Putnam Investment Management first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 2 quarters.
  • F.L. Putnam Investment Management's iShares US Financial Services ETF position peaked at $391K in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2013.

Based on F.L. Putnam Investment Management's 13F filing for Q4 2013, filed 3 Feb 2014.