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Managed Account Advisors’s iShares US Financials ETF IYF Stock Holding History

Managed Account Advisors’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
2015
Q2 		$128K Buy
2,842
+562
+25% +$25.4K ﹤0.01% 2567
2015
Q1 		$102K Buy
+2,280
New +$101K ﹤0.01% 2536

Other funds holding IYF

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Managed Account Advisors's IYF Position: Q2 2015 in Review

Managed Account Advisors increased its iShares US Financials ETF (IYF) stake by 25% in Q2 2015, buying an estimated $25.4K and bringing the position to 2,842 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

Managed Account Advisors first reported a position in IYF in Q1 2015 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold IYF as of Q2 2015.

  • Managed Account Advisors held 2,842 shares of iShares US Financials ETF worth $128K as of Q2 2015.
  • Managed Account Advisors bought 562 iShares US Financials ETF shares in Q2 2015, an estimated $25.4K.
  • iShares US Financials ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2567 holding.
  • Managed Account Advisors first reported a position in iShares US Financials ETF in Q1 2015 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.