Lake Street Advisors Group’s iShares US Financial Services ETF IYG Stock Holding History

Lake Street Advisors Group’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
2018 Q3	–	Sell	-6,900	Closed	-$298K	–	270
2018 Q2	$298K	Hold	6,900	–	–	0.03%	225
2018 Q1	$301K	Hold	6,900	–	–	0.03%	194
2017 Q4	$300K	Buy	+6,900	New	+$288K	0.03%	219

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Lake Street Advisors Group's IYG Position: Q3 2018 in Review

Lake Street Advisors Group sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 6,900 shares — an estimated $298K sold.

Lake Street Advisors Group first reported a position in IYG in Q4 2017 and held it in 3 quarters. The position peaked at $301K in Q1 2018. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

Lake Street Advisors Group reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
Lake Street Advisors Group sold 6,900 iShares US Financial Services ETF shares in Q3 2018, an estimated $298K.
Lake Street Advisors Group first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 3 quarters.
Lake Street Advisors Group's iShares US Financial Services ETF position peaked at $301K in Q1 2018.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.