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Integrated Wealth Management (Palm Desert)’s iShares US Financials ETF IYF Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-228
Closed -$10K – 641
2016
Q3 		$10K Buy
+228
New +$10.2K ﹤0.01% 758

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 39.77% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IYF Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Financials ETF (IYF) in Q4 2016, closing a stake of 228 shares — an estimated $10K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IYF in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 190 funds tracked by Wall St. Rank hold IYF as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares US Financials ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 228 iShares US Financials ETF shares in Q4 2016, an estimated $10K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares US Financials ETF in Q3 2016 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s iShares US Financials ETF position peaked at $10K in Q3 2016.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.