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Gryphon Financial Partners’s iShares US Financial Services ETF IYG Stock Holding History

Gryphon Financial Partners’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
2019
Q1 		– Sell
-5,196
Closed -$226K – 143
2018
Q4 		$226K Buy
+5,196
New +$214K 0.06% 178

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Janney Montgomery Scott
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RJA
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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Gryphon Financial Partners's IYG Position: Q1 2019 in Review

Gryphon Financial Partners sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 5,196 shares — an estimated $226K sold.

Gryphon Financial Partners first reported a position in IYG in Q4 2018 and held it in 1 quarter. The position peaked at $226K in Q4 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

  • Gryphon Financial Partners reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
  • Gryphon Financial Partners sold 5,196 iShares US Financial Services ETF shares in Q1 2019, an estimated $226K.
  • Gryphon Financial Partners first reported a position in iShares US Financial Services ETF in Q4 2018 and held it in 1 quarter.
  • Gryphon Financial Partners's iShares US Financial Services ETF position peaked at $226K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on Gryphon Financial Partners's 13F filing for Q1 2019, filed 7 May 2019.