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Global Trust Asset Management’s iShares US Financial Services ETF IYG Stock Holding History

Global Trust Asset 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
2018
Q3 		– Sell
-180
Closed -$8K – 449
2018
Q2 		$8K Hold
180
– – 0.01% 314
2018
Q1 		$8K Hold
180
– – 0.01% 302
2017
Q4 		$8K Buy
+180
New +$7.5K 0.01% 318

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Trust Asset Management's IYG Position: Q3 2018 in Review

Global Trust Asset Management sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 180 shares — an estimated $8K sold.

Global Trust Asset Management first reported a position in IYG in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q2 2018. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

  • Global Trust Asset Management reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
  • Global Trust Asset Management sold 180 iShares US Financial Services ETF shares in Q3 2018, an estimated $8K.
  • Global Trust Asset Management first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 3 quarters.
  • Global Trust Asset Management's iShares US Financial Services ETF position peaked at $8K in Q2 2018.
  • 149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Global Trust Asset Management's 13F filing for Q3 2018, filed 16 Oct 2018.