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Mid Atlantic Financial Management’s iShares US Financial Services ETF IYG Stock Holding History

Mid Atlantic Financial Management’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
2020
Q3 		– Sell
-11,328
Closed -$451K – 778
2020
Q2 		$451K Buy
+11,328
New +$435K 0.04% 364

Other funds holding IYG

Envestnet Asset Management
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RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mid Atlantic Financial Management's IYG Position: Q3 2020 in Review

Mid Atlantic Financial Management sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 11,328 shares — an estimated $451K sold.

Mid Atlantic Financial Management first reported a position in IYG in Q2 2020 and held it in 1 quarter. The position peaked at $451K in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • Mid Atlantic Financial Management reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 11,328 iShares US Financial Services ETF shares in Q3 2020, an estimated $451K.
  • Mid Atlantic Financial Management first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 1 quarter.
  • Mid Atlantic Financial Management's iShares US Financial Services ETF position peaked at $451K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2020, filed 10 Nov 2020.