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Haberer Registered Investment Advisor’s iShares US Financials ETF IYF Stock Holding History

Haberer Registered Investment Advisor’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
-400
Closed -$17K – 349
2014
Q3 		$17K Hold
400
– – 0.01% 231
2014
Q2 		$17K Hold
400
– – 0.01% 236
2014
Q1 		$16K Hold
400
– – 0.01% 234
2013
Q4 		$16K Hold
400
– – 0.01% 226
2013
Q3 		$15K Sell
400
-600
-60% -$22.2K 0.01% 250
2013
Q2 		$36K Buy
+1,000
New +$35.3K 0.01% 210

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 $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.17B AUM 23.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Haberer Registered Investment Advisor's IYF Position: Q4 2014 in Review

Haberer Registered Investment Advisor sold out of iShares US Financials ETF (IYF) in Q4 2014, closing a stake of 400 shares — an estimated $17K sold.

Haberer Registered Investment Advisor first reported a position in IYF in Q2 2013 and held it in 6 quarters. The position peaked at $36K in Q2 2013. 163 funds tracked by Wall St. Rank hold IYF as of Q4 2014.

  • Haberer Registered Investment Advisor reported no remaining iShares US Financials ETF position as of Q4 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 400 iShares US Financials ETF shares in Q4 2014, an estimated $17K.
  • Haberer Registered Investment Advisor first reported a position in iShares US Financials ETF in Q2 2013 and held it in 6 quarters.
  • Haberer Registered Investment Advisor's iShares US Financials ETF position peaked at $36K in Q2 2013.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q4 2014, filed 13 Jan 2015.