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Hanlon Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Hanlon Investment 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
2020
Q3 		– Sell
-13,854
Closed -$551K – 114
2020
Q2 		$551K Buy
+13,854
New +$532K 0.16% 64

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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hanlon Investment Management's IYG Position: Q3 2020 in Review

Hanlon Investment Management sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 13,854 shares — an estimated $551K sold.

Hanlon Investment Management first reported a position in IYG in Q2 2020 and held it in 1 quarter. The position peaked at $551K in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • Hanlon Investment Management reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • Hanlon Investment Management sold 13,854 iShares US Financial Services ETF shares in Q3 2020, an estimated $551K.
  • Hanlon Investment Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 1 quarter.
  • Hanlon Investment Management's iShares US Financial Services ETF position peaked at $551K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Hanlon Investment Management's 13F filing for Q3 2020, filed 17 Nov 2020.