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Montecito Bank & Trust’s iShares US Financial Services ETF IYG Stock Holding History

Montecito Bank & Trust’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
Q4 		– Sell
-9,642
Closed -$392K – 236
2020
Q3 		$392K Sell
9,642
-1,056
-10% -$43.6K 0.1% 158
2020
Q2 		$426K Buy
+10,698
New +$411K 0.12% 154

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Montecito Bank & Trust's IYG Position: Q4 2020 in Review

Montecito Bank & Trust sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 9,642 shares — an estimated $392K sold.

Montecito Bank & Trust first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $426K in Q2 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Montecito Bank & Trust reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Montecito Bank & Trust sold 9,642 iShares US Financial Services ETF shares in Q4 2020, an estimated $392K.
  • Montecito Bank & Trust first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Montecito Bank & Trust's iShares US Financial Services ETF position peaked at $426K in Q2 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Montecito Bank & Trust's 13F filing for Q4 2020, filed 28 Jan 2021.