Maryland Capital Management’s iShares US Financials ETF IYF Stock Holding History

Maryland Capital 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 Q4	–	Sell	-17,784	Closed	-$1.08M	–	177
2018 Q3	$1.08M	Sell	17,784 -26	-0.1%	-$1.59K	0.14%	88
2018 Q2	$1.04M	Buy	17,810 +578	+3%	+$34.4K	0.15%	87
2018 Q1	$1.01M	Buy	17,232 +2,922	+20%	+$177K	0.15%	84
2017 Q4	$855K	Buy	14,310 +6,590	+85%	+$382K	0.13%	89
2017 Q3	$433K	Buy	7,720 +314	+4%	+$17.1K	0.07%	116
2017 Q2	$398K	Buy	7,406 +276	+4%	+$14.4K	0.06%	123
2017 Q1	$371K	Buy	7,130 +1,486	+26%	+$77.5K	0.06%	129
2016 Q4	$286K	Buy	+5,644	New	+$269K	0.04%	138
2015 Q2	–	Sell	-5,324	Closed	-$237K	–	183
2015 Q1	$237K	Buy	+5,324	New	+$236K	0.04%	161

Other funds holding IYF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Maryland Capital Management's IYF Position: Q4 2018 in Review

Maryland Capital Management sold out of iShares US Financials ETF (IYF) in Q4 2018, closing a stake of 17,784 shares — an estimated $1.08M sold.

Maryland Capital Management first reported a position in IYF in Q1 2015 and held it in 9 quarters. The position peaked at $1.08M in Q3 2018. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

Maryland Capital Management reported no remaining iShares US Financials ETF position as of Q4 2018 after selling out during the quarter.
Maryland Capital Management sold 17,784 iShares US Financials ETF shares in Q4 2018, an estimated $1.08M.
Maryland Capital Management first reported a position in iShares US Financials ETF in Q1 2015 and held it in 9 quarters.
Maryland Capital Management's iShares US Financials ETF position peaked at $1.08M in Q3 2018.
228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Maryland Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.