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MSI Financial Services’s iShares US Financial Services ETF IYG Stock Holding History

MSI Financial Services’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
2016
Q4 		$538K Sell
15,198
-360
-2% -$11.7K 0.02% 664
2016
Q3 		$455K Sell
15,558
-1,431
-8% -$41.2K 0.02% 699
2016
Q2 		$456K Sell
16,989
-1,434
-8% -$40K 0.02% 682
2016
Q1 		$498K Sell
18,423
-372
-2% -$9.83K 0.02% 600
2015
Q4 		$564K Buy
18,795
+4,074
+28% +$124K 0.03% 526
2015
Q3 		$419K Sell
14,721
-168
-1% -$5.15K 0.03% 438
2015
Q2 		$467K Buy
14,889
+8,073
+118% +$251K 0.03% 464
2015
Q1 		$203K Buy
6,816
+6,336
+1,320% +$188K 0.01% 736
2014
Q4 		$15K Hold
480
– – ﹤0.01% 1639
2014
Q3 		$14K Buy
480
+150
+45% +$4.26K ﹤0.01% 1672
2014
Q2 		$9K Sell
330
-45
-12% -$1.24K ﹤0.01% 1847
2014
Q1 		$11K Buy
375
+30
+9% +$832 ﹤0.01% 1695
2013
Q4 		$10K Sell
345
-165
-32% -$4.34K ﹤0.01% 1690
2013
Q3 		$13K Buy
510
+150
+42% +$3.75K ﹤0.01% 1352
2013
Q2 		$9K Buy
+360
New +$8.3K ﹤0.01% 1589

Other funds holding IYG

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
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MSI Financial Services's IYG Position: Q4 2016 in Review

MSI Financial Services reduced its iShares US Financial Services ETF (IYG) stake by 2.3% in Q4 2016, selling an estimated $11.7K and leaving 15,198 shares worth $538K. The position accounts for 0.02% of the portfolio, ranked #664.

MSI Financial Services first reported a position in IYG in Q2 2013 and has held it in 15 quarters since. The position peaked at $564K in Q4 2015. 104 funds tracked by Wall St. Rank hold IYG as of Q4 2016.

  • MSI Financial Services held 15,198 shares of iShares US Financial Services ETF worth $538K as of Q4 2016.
  • MSI Financial Services sold 360 iShares US Financial Services ETF shares in Q4 2016, an estimated $11.7K.
  • iShares US Financial Services ETF made up 0.02% of MSI Financial Services's portfolio in Q4 2016, its #664 holding.
  • MSI Financial Services first reported a position in iShares US Financial Services ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares US Financial Services ETF position peaked at $564K in Q4 2015.
  • 104 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.