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Laird Norton Wetherby Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Laird Norton Wetherby Wealth Management’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
2018
Q1 		– Sell
-60
Closed -$4K – 668
2017
Q4 		$4K Hold
60
– – ﹤0.01% 658
2017
Q3 		$3K Buy
+60
New +$3.27K ﹤0.01% 633

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IYF Position: Q1 2018 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Financials ETF (IYF) in Q1 2018, closing a stake of 60 shares — an estimated $4K sold.

Laird Norton Wetherby Wealth Management first reported a position in IYF in Q3 2017 and held it in 2 quarters. The position peaked at $4K in Q4 2017. 219 funds tracked by Wall St. Rank hold IYF as of Q1 2018.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares US Financials ETF position as of Q1 2018 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 60 iShares US Financials ETF shares in Q1 2018, an estimated $4K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares US Financials ETF in Q3 2017 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's iShares US Financials ETF position peaked at $4K in Q4 2017.
  • 219 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2018.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2018, filed 4 May 2018.