Meitav Investment House’s iShares US Financial Services ETF IYG Stock Holding History

Meitav Investment House’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	-283,563	Closed	-$12.3M	–	462
2018 Q2	$12.3M	Sell	283,563 -619,812	-69%	-$27.5M	0.55%	54
2018 Q1	$39.4M	Sell	903,375 -476,613	-35%	-$21.6M	2.01%	12
2017 Q4	$60M	Buy	+1,379,988	New	+$57.5M	3.51%	4

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

Meitav Investment House's IYG Position: Q3 2018 in Review

Meitav Investment House sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 283,563 shares — an estimated $12.3M sold.

Meitav Investment House first reported a position in IYG in Q4 2017 and held it in 3 quarters. The position peaked at $60M in Q4 2017. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

Meitav Investment House reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
Meitav Investment House sold 283,563 iShares US Financial Services ETF shares in Q3 2018, an estimated $12.3M.
Meitav Investment House first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 3 quarters.
Meitav Investment House's iShares US Financial Services ETF position peaked at $60M in Q4 2017.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Meitav Investment House's 13F filing for Q3 2018, filed 14 Nov 2018.