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Financial Management Professionals’s iShares US Financial Services ETF IYG Stock Holding History

Financial Management Professionals’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
-137,004
Closed -$3.38M – 263
2013
Q3 		$3.38M Sell
137,004
-234
-0.2% -$5.86K 2.1% 10
2013
Q2 		$3.27M Buy
+137,238
New +$3.17M 2.41% 9

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

Financial Management Professionals's IYG Position: Q4 2013 in Review

Financial Management Professionals sold out of iShares US Financial Services ETF (IYG) in Q4 2013, closing a stake of 137,004 shares — an estimated $3.38M sold.

Financial Management Professionals first reported a position in IYG in Q2 2013 and held it in 2 quarters. The position peaked at $3.38M in Q3 2013. 68 funds tracked by Wall St. Rank hold IYG as of Q4 2013.

  • Financial Management Professionals reported no remaining iShares US Financial Services ETF position as of Q4 2013 after selling out during the quarter.
  • Financial Management Professionals sold 137,004 iShares US Financial Services ETF shares in Q4 2013, an estimated $3.38M.
  • Financial Management Professionals first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 2 quarters.
  • Financial Management Professionals's iShares US Financial Services ETF position peaked at $3.38M in Q3 2013.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2013.

Based on Financial Management Professionals's 13F filing for Q4 2013, filed 23 Jan 2014.