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Flagship Harbor Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Flagship Harbor Advisors’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
2020
Q3 		– Sell
-1,638
Closed -$65K – 2042
2020
Q2 		$65K Buy
+1,638
New +$62.9K 0.01% 776
2019
Q2 		– Sell
-9,294
Closed -$386K – 1920
2019
Q1 		$386K Sell
9,294
-405
-4% -$16.8K 0.08% 262
2018
Q4 		$363K Sell
9,699
-129
-1% -$5.32K 0.09% 236
2018
Q3 		$438K Buy
+9,828
New +$445K 0.08% 251

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Flagship Harbor Advisors's IYG Position: Q3 2020 in Review

Flagship Harbor Advisors sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 1,638 shares — an estimated $65K sold.

Flagship Harbor Advisors first reported a position in IYG in Q3 2018 and held it in 4 quarters. The position peaked at $438K in Q3 2018. 220 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • Flagship Harbor Advisors reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,638 iShares US Financial Services ETF shares in Q3 2020, an estimated $65K.
  • Flagship Harbor Advisors first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 4 quarters.
  • Flagship Harbor Advisors's iShares US Financial Services ETF position peaked at $438K in Q3 2018.
  • 220 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Flagship Harbor Advisors's 13F filing for Q3 2020, filed 13 Oct 2020.