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GW Henssler & Associates’s iShares US Financials ETF IYF Stock Holding History

GW Henssler & Associates’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
2014
Q4 		– Sell
-26,858
Closed -$1.12M – 168
2014
Q3 		$1.12M Buy
+26,858
New +$1.13M 0.14% 93

Other funds holding IYF

FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

GW Henssler & Associates's IYF Position: Q4 2014 in Review

GW Henssler & Associates sold out of iShares US Financials ETF (IYF) in Q4 2014, closing a stake of 26,858 shares — an estimated $1.12M sold.

GW Henssler & Associates first reported a position in IYF in Q3 2014 and held it in 1 quarter. The position peaked at $1.12M in Q3 2014. 163 funds tracked by Wall St. Rank hold IYF as of Q4 2014.

  • GW Henssler & Associates reported no remaining iShares US Financials ETF position as of Q4 2014 after selling out during the quarter.
  • GW Henssler & Associates sold 26,858 iShares US Financials ETF shares in Q4 2014, an estimated $1.12M.
  • GW Henssler & Associates first reported a position in iShares US Financials ETF in Q3 2014 and held it in 1 quarter.
  • GW Henssler & Associates's iShares US Financials ETF position peaked at $1.12M in Q3 2014.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2014.

Based on GW Henssler & Associates's 13F filing for Q4 2014, filed 6 Feb 2015.