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HL Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

HL Financial Services’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 		$203K Sell
4,884
-1,779
-27% -$73.7K ﹤0.01% 706
2018
Q4 		$249K Buy
6,663
+459
+7% +$18.9K ﹤0.01% 644
2018
Q3 		$276K Buy
+6,204
New +$281K ﹤0.01% 658

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
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

HL Financial Services's IYG Position: Q1 2019 in Review

HL Financial Services reduced its iShares US Financial Services ETF (IYG) stake by 27% in Q1 2019, selling an estimated $73.7K and leaving 4,884 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

HL Financial Services first reported a position in IYG in Q3 2018 and has held it in 3 quarters since. The position peaked at $276K in Q3 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

  • HL Financial Services held 4,884 shares of iShares US Financial Services ETF worth $203K as of Q1 2019.
  • HL Financial Services sold 1,779 iShares US Financial Services ETF shares in Q1 2019, an estimated $73.7K.
  • iShares US Financial Services ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #706 holding.
  • HL Financial Services first reported a position in iShares US Financial Services ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares US Financial Services ETF position peaked at $276K in Q3 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.