Fukoku Mutual Life Insurance’s iShares US Financials ETF IYF Stock Holding History

Fukoku Mutual Life Insurance’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
2020 Q1	–	Sell	-10,000	Closed	-$689K	–	299
2019 Q4	$689K	Buy	+10,000	New	+$664K	0.08%	97
2016 Q1	–	Sell	-178,000	Closed	-$7.87M	–	297
2015 Q4	$7.87M	Sell	178,000 -12,000	-6%	-$535K	1.33%	19
2015 Q3	$7.99M	Buy	190,000 +120,000	+171%	+$5.35M	1.51%	17
2015 Q2	$3.14M	Buy	70,000 +36,000	+106%	+$1.63M	0.5%	51
2015 Q1	$1.51M	Hold	34,000	–	–	0.25%	63
2014 Q4	$1.53M	Buy	+34,000	New	+$1.48M	0.27%	59

Other funds holding IYF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Fukoku Mutual Life Insurance's IYF Position: Q1 2020 in Review

Fukoku Mutual Life Insurance sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 10,000 shares — an estimated $689K sold.

Fukoku Mutual Life Insurance first reported a position in IYF in Q4 2014 and held it in 6 quarters. The position peaked at $7.99M in Q3 2015. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

Fukoku Mutual Life Insurance reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 10,000 iShares US Financials ETF shares in Q1 2020, an estimated $689K.
Fukoku Mutual Life Insurance first reported a position in iShares US Financials ETF in Q4 2014 and held it in 6 quarters.
Fukoku Mutual Life Insurance's iShares US Financials ETF position peaked at $7.99M in Q3 2015.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2020, filed 1 May 2020.