MIAN
IYG icon

Mariner Independent Advisor Network’s iShares US Financial Services ETF IYG Stock Holding History

Mariner Independent Advisor Network’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
2015
Q3 		– Sell
-89,949
Closed -$2.82M – 133
2015
Q2 		$2.82M Buy
+89,949
New +$2.79M 1.38% 23

Other funds holding IYG

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

Mariner Independent Advisor Network's IYG Position: Q3 2015 in Review

Mariner Independent Advisor Network sold out of iShares US Financial Services ETF (IYG) in Q3 2015, closing a stake of 89,949 shares — an estimated $2.82M sold.

Mariner Independent Advisor Network first reported a position in IYG in Q2 2015 and held it in 1 quarter. The position peaked at $2.82M in Q2 2015. 82 funds tracked by Wall St. Rank hold IYG as of Q3 2015.

  • Mariner Independent Advisor Network reported no remaining iShares US Financial Services ETF position as of Q3 2015 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 89,949 iShares US Financial Services ETF shares in Q3 2015, an estimated $2.82M.
  • Mariner Independent Advisor Network first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 1 quarter.
  • Mariner Independent Advisor Network's iShares US Financial Services ETF position peaked at $2.82M in Q2 2015.
  • 82 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2015.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2015, filed 18 Nov 2015.