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HT Partners’s iShares US Financials ETF IYF Stock Holding History

HT Partners’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
Q1 		– Sell
-153,614
Closed -$6.93M – 45
2014
Q4 		$6.93M Buy
+153,614
New +$6.68M 4.37% 6

Other funds holding IYF

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

HT Partners's IYF Position: Q1 2015 in Review

HT Partners sold out of iShares US Financials ETF (IYF) in Q1 2015, closing a stake of 153,614 shares — an estimated $6.93M sold.

HT Partners first reported a position in IYF in Q4 2014 and held it in 1 quarter. The position peaked at $6.93M in Q4 2014. 142 funds tracked by Wall St. Rank hold IYF as of Q1 2015.

  • HT Partners reported no remaining iShares US Financials ETF position as of Q1 2015 after selling out during the quarter.
  • HT Partners sold 153,614 iShares US Financials ETF shares in Q1 2015, an estimated $6.93M.
  • HT Partners first reported a position in iShares US Financials ETF in Q4 2014 and held it in 1 quarter.
  • HT Partners's iShares US Financials ETF position peaked at $6.93M in Q4 2014.
  • 142 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2015.

Based on HT Partners's 13F filing for Q1 2015, filed 22 Apr 2015.