Kanaly Trust’s iShares US Financials ETF IYF Stock Holding History

Kanaly Trust’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	$103K	Buy	+2,030	New	+$96.9K	0.02%	201

Other funds holding IYF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Kanaly Trust's IYF Position: Q4 2016 in Review

Kanaly Trust opened a new position in iShares US Financials ETF (IYF) in Q4 2016: 2,030 shares worth $103K. The stake represents 0.02% of the portfolio and ranks #201 among its holdings.

190 funds tracked by Wall St. Rank hold IYF as of Q4 2016.

Kanaly Trust held 2,030 shares of iShares US Financials ETF worth $103K as of Q4 2016.
iShares US Financials ETF was a new Kanaly Trust position in Q4 2016.
iShares US Financials ETF made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #201 holding.
190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.