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

JOYN 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
2019 Q1	–	Sell	-315	Closed	-$12K	–	749
2018 Q4	$12K	Hold	315	–	–	﹤0.01%	891
2018 Q3	$14K	Hold	315	–	–	﹤0.01%	813
2018 Q2	$14K	Hold	315	–	–	﹤0.01%	785
2018 Q1	$14K	Buy	+315	New	+$14.3K	﹤0.01%	733

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

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

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 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 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

JOYN Advisors's IYG Position: Q1 2019 in Review

JOYN Advisors sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 315 shares — an estimated $12K sold.

JOYN Advisors first reported a position in IYG in Q1 2018 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

JOYN Advisors reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
JOYN Advisors sold 315 iShares US Financial Services ETF shares in Q1 2019, an estimated $12K.
JOYN Advisors first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 4 quarters.
JOYN Advisors's iShares US Financial Services ETF position peaked at $14K in Q3 2018.
155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.