McAdams Wright Ragen’s iShares US Financial Services ETF IYG Stock Holding History

McAdams Wright Ragen’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
2014 Q3	$258K	Buy	+9,000	New	+$255K	0.01%	357

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

McAdams Wright Ragen's IYG Position: Q3 2014 in Review

McAdams Wright Ragen opened a new position in iShares US Financial Services ETF (IYG) in Q3 2014: 9,000 shares worth $258K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings.

74 funds tracked by Wall St. Rank hold IYG as of Q3 2014.

McAdams Wright Ragen held 9,000 shares of iShares US Financial Services ETF worth $258K as of Q3 2014.
iShares US Financial Services ETF was a new McAdams Wright Ragen position in Q3 2014.
iShares US Financial Services ETF made up 0.01% of McAdams Wright Ragen's portfolio in Q3 2014, its #357 holding.
74 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.