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James Investment Research’s iShares US Financials ETF IYF Stock Holding History

James Investment Research’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
2014
Q1 		– Sell
-120
Closed -$5K – 532
2013
Q4 		$5K Buy
+120
New +$4.62K ﹤0.01% 510

Other funds holding IYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

James Investment Research's IYF Position: Q1 2014 in Review

James Investment Research sold out of iShares US Financials ETF (IYF) in Q1 2014, closing a stake of 120 shares — an estimated $5K sold.

James Investment Research first reported a position in IYF in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 127 funds tracked by Wall St. Rank hold IYF as of Q1 2014.

  • James Investment Research reported no remaining iShares US Financials ETF position as of Q1 2014 after selling out during the quarter.
  • James Investment Research sold 120 iShares US Financials ETF shares in Q1 2014, an estimated $5K.
  • James Investment Research first reported a position in iShares US Financials ETF in Q4 2013 and held it in 1 quarter.
  • James Investment Research's iShares US Financials ETF position peaked at $5K in Q4 2013.
  • 127 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2014.

Based on James Investment Research's 13F filing for Q1 2014, filed 24 Apr 2014.