JFS Wealth Advisors’s iShares US Financial Services ETF IYG Stock Holding History

JFS Wealth Advisors’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
2018 Q4	–	Sell	-303	Closed	-$13K	–	501
2018 Q3	$13K	Buy	+303	New	+$13.7K	﹤0.01%	373

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

JFS Wealth Advisors's IYG Position: Q4 2018 in Review

JFS Wealth Advisors sold out of iShares US Financial Services ETF (IYG) in Q4 2018, closing a stake of 303 shares — an estimated $13K sold.

JFS Wealth Advisors first reported a position in IYG in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q4 2018.

JFS Wealth Advisors reported no remaining iShares US Financial Services ETF position as of Q4 2018 after selling out during the quarter.
JFS Wealth Advisors sold 303 iShares US Financial Services ETF shares in Q4 2018, an estimated $13K.
JFS Wealth Advisors first reported a position in iShares US Financial Services ETF in Q3 2018 and held it in 1 quarter.
JFS Wealth Advisors's iShares US Financial Services ETF position peaked at $13K in Q3 2018.
148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2018.

Based on JFS Wealth Advisors's 13F filing for Q4 2018, filed 28 Jan 2019.