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Highland Capital Management (Tennessee)’s iShares US Financials ETF IYF Stock Holding History

Highland Capital Management (Tennessee)’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
2015
Q4 		– Sell
-1,070
Closed -$45K – 432
2015
Q3 		$45K Hold
1,070
– – ﹤0.01% 382
2015
Q2 		$48K Buy
+1,070
New +$48.4K ﹤0.01% 389

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Highland Capital Management (Tennessee)'s IYF Position: Q4 2015 in Review

Highland Capital Management (Tennessee) sold out of iShares US Financials ETF (IYF) in Q4 2015, closing a stake of 1,070 shares — an estimated $45K sold.

Highland Capital Management (Tennessee) first reported a position in IYF in Q2 2015 and held it in 2 quarters. The position peaked at $48K in Q2 2015. 153 funds tracked by Wall St. Rank hold IYF as of Q4 2015.

  • Highland Capital Management (Tennessee) reported no remaining iShares US Financials ETF position as of Q4 2015 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 1,070 iShares US Financials ETF shares in Q4 2015, an estimated $45K.
  • Highland Capital Management (Tennessee) first reported a position in iShares US Financials ETF in Q2 2015 and held it in 2 quarters.
  • Highland Capital Management (Tennessee)'s iShares US Financials ETF position peaked at $48K in Q2 2015.
  • 153 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2015.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2015, filed 27 Jan 2016.