MYCIO Wealth Partners’s iShares US Financials ETF IYF Stock Holding History

MYCIO Wealth Partners’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
2020 Q1	–	Sell	-7,876	Closed	-$543K	–	220
2019 Q4	$543K	Buy	7,876 +30	+0.4%	+$1.99K	0.04%	187
2019 Q3	$505K	Buy	+7,846	New	+$498K	0.04%	179
2019 Q2	–	Hold	0	–	–	–	169
2019 Q1	–	Hold	0	–	–	–	167
2018 Q4	–	Hold	0	–	–	–	169

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

MYCIO Wealth Partners's IYF Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 7,876 shares — an estimated $543K sold.

MYCIO Wealth Partners first reported a position in IYF in Q3 2019 and held it in 2 quarters. The position peaked at $543K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 7,876 iShares US Financials ETF shares in Q1 2020, an estimated $543K.
MYCIO Wealth Partners first reported a position in iShares US Financials ETF in Q3 2019 and held it in 2 quarters.
MYCIO Wealth Partners's iShares US Financials ETF position peaked at $543K in Q4 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.