Keystone Financial Group (Kentucky)’s iShares US Financial Services ETF IYG Stock Holding History

Keystone Financial Group (Kentucky)’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
2020 Q1	–	Sell	-7,683	Closed	-$389K	–	228
2019 Q4	$389K	Buy	7,683 +6	+0.1%	+$288	0.1%	147
2019 Q3	$349K	Buy	7,677 +6	+0.1%	+$270	0.11%	153
2019 Q2	$342K	Sell	7,671 -69	-0.9%	-$3.02K	0.11%	154
2019 Q1	$322K	Buy	7,740 +9	+0.1%	+$373	0.11%	153
2018 Q4	$289K	Buy	7,731 +15	+0.2%	+$619	0.13%	137
2018 Q3	$344K	Buy	7,716 +2,520	+48%	+$114K	0.14%	132
2018 Q2	$226K	Buy	+5,196	New	+$230K	0.13%	147

Other funds holding IYG

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

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

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

RJA

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

FWCM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IYG Position: Q1 2020 in Review

Keystone Financial Group (Kentucky) sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 7,683 shares — an estimated $389K sold.

Keystone Financial Group (Kentucky) first reported a position in IYG in Q2 2018 and held it in 7 quarters. The position peaked at $389K in Q4 2019. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

Keystone Financial Group (Kentucky) reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
Keystone Financial Group (Kentucky) sold 7,683 iShares US Financial Services ETF shares in Q1 2020, an estimated $389K.
Keystone Financial Group (Kentucky) first reported a position in iShares US Financial Services ETF in Q2 2018 and held it in 7 quarters.
Keystone Financial Group (Kentucky)'s iShares US Financial Services ETF position peaked at $389K in Q4 2019.
142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q1 2020, filed 5 May 2020.