Monetary Management Group’s iShares US Financials ETF IYF Stock Holding History

Monetary Management Group’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
2017 Q1	–	Sell	-1,200	Closed	-$61K	–	305
2016 Q4	$61K	Hold	1,200	–	–	0.03%	211
2016 Q3	$54K	Hold	1,200	–	–	0.03%	216
2016 Q2	$52K	Buy	+1,200	New	+$51.9K	0.02%	219
2015 Q3	–	Sell	-500	Closed	-$22K	–	339
2015 Q2	$22K	Hold	500	–	–	0.01%	297
2015 Q1	$22K	Sell	500 -2,000	-80%	-$88.8K	0.01%	312
2014 Q4	$113K	Hold	2,500	–	–	0.05%	191
2014 Q3	$105K	Sell	2,500 -1,000	-29%	-$41.9K	0.05%	201
2014 Q2	$145K	Sell	3,500 -800	-19%	-$32.5K	0.07%	179
2014 Q1	$176K	Hold	4,300	–	–	0.08%	158
2013 Q4	$172K	Hold	4,300	–	–	0.08%	161
2013 Q3	$158K	Hold	4,300	–	–	0.08%	163
2013 Q2	$153K	Buy	+4,300	New	+$152K	0.08%	172

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Monetary Management Group's IYF Position: Q1 2017 in Review

Monetary Management Group sold out of iShares US Financials ETF (IYF) in Q1 2017, closing a stake of 1,200 shares — an estimated $61K sold.

Monetary Management Group first reported a position in IYF in Q2 2013 and held it in 12 quarters. The position peaked at $176K in Q1 2014. 195 funds tracked by Wall St. Rank hold IYF as of Q1 2017.

Monetary Management Group reported no remaining iShares US Financials ETF position as of Q1 2017 after selling out during the quarter.
Monetary Management Group sold 1,200 iShares US Financials ETF shares in Q1 2017, an estimated $61K.
Monetary Management Group first reported a position in iShares US Financials ETF in Q2 2013 and held it in 12 quarters.
Monetary Management Group's iShares US Financials ETF position peaked at $176K in Q1 2014.
195 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2017.

Based on Monetary Management Group's 13F filing for Q1 2017, filed 15 May 2017.