KF
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Krilogy Financial’s iShares US Financial Services ETF IYG Stock Holding History

Krilogy Financial’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
2016
Q3 		– Sell
-1,113
Closed -$30K – 751
2016
Q2 		$30K Buy
+1,113
New +$31.1K 0.01% 384

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Krilogy Financial's IYG Position: Q3 2016 in Review

Krilogy Financial sold out of iShares US Financial Services ETF (IYG) in Q3 2016, closing a stake of 1,113 shares — an estimated $30K sold.

Krilogy Financial first reported a position in IYG in Q2 2016 and held it in 1 quarter. The position peaked at $30K in Q2 2016. 73 funds tracked by Wall St. Rank hold IYG as of Q3 2016.

  • Krilogy Financial reported no remaining iShares US Financial Services ETF position as of Q3 2016 after selling out during the quarter.
  • Krilogy Financial sold 1,113 iShares US Financial Services ETF shares in Q3 2016, an estimated $30K.
  • Krilogy Financial first reported a position in iShares US Financial Services ETF in Q2 2016 and held it in 1 quarter.
  • Krilogy Financial's iShares US Financial Services ETF position peaked at $30K in Q2 2016.
  • 73 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2016.

Based on Krilogy Financial's 13F filing for Q3 2016, filed 15 Nov 2016.