First New York Securities’s iShares US Financials ETF IYF Stock Holding History

First New York Securities’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-200	Closed	-$8.41K	–	160
2015 Q3	$8.41K	Sell	200 -400	-67%	-$17.8K	﹤0.01%	252
2015 Q2	$26.9K	Buy	+600	New	+$27.2K	0.01%	242

Other funds holding IYF

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

First New York Securities's IYF Position: Q4 2015 in Review

First New York Securities sold out of iShares US Financials ETF (IYF) in Q4 2015, closing a stake of 200 shares — an estimated $8.41K sold.

First New York Securities first reported a position in IYF in Q2 2015 and held it in 2 quarters. The position peaked at $26.9K in Q2 2015. 153 funds tracked by Wall St. Rank hold IYF as of Q4 2015.

First New York Securities reported no remaining iShares US Financials ETF position as of Q4 2015 after selling out during the quarter.
First New York Securities sold 200 iShares US Financials ETF shares in Q4 2015, an estimated $8.41K.
First New York Securities first reported a position in iShares US Financials ETF in Q2 2015 and held it in 2 quarters.
First New York Securities's iShares US Financials ETF position peaked at $26.9K in Q2 2015.
153 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2015.

Based on First New York Securities's 13F filing for Q4 2015, filed 25 Jan 2016.