Nan Shan Life Insurance’s iShares US Financials ETF IYF Stock Holding History

Nan Shan Life Insurance’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
2018 Q3	–	Sell	-83,400	Closed	-$4.89M	–	113
2018 Q2	$4.89M	Buy	+83,400	New	+$4.96M	0.11%	78
2018 Q1	–	Sell	-53,600	Closed	-$3.2M	–	101
2017 Q4	$3.2M	Buy	+53,600	New	+$3.11M	0.08%	71
2016 Q4	–	Sell	-120,000	Closed	-$5.4M	–	72
2016 Q3	$5.4M	Buy	+120,000	New	+$5.38M	0.16%	59
2016 Q1	–	Sell	-131,570	Closed	-$5.81M	–	72
2015 Q4	$5.81M	Sell	131,570 -160,000	-55%	-$7.13M	0.33%	45
2015 Q3	$12.3M	Sell	291,570 -126,390	-30%	-$5.64M	0.68%	37
2015 Q2	$18.8M	Hold	417,960	–	–	1.01%	37
2015 Q1	$18.6M	Hold	417,960	–	–	1.31%	28
2014 Q4	$18.9M	Buy	417,960 +9,350	+2%	+$407K	2.32%	17
2014 Q3	$17.1M	Sell	408,610 -100,000	-20%	-$4.19M	2.19%	20
2014 Q2	$21.1M	Buy	508,610 +244,466	+93%	+$9.93M	2.79%	21
2014 Q1	$10.8M	Buy	264,144 +151,904	+135%	+$6.07M	1.79%	22
2013 Q4	$4.5M	Buy	+112,240	New	+$4.32M	1.02%	25

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Nan Shan Life Insurance's IYF Position: Q3 2018 in Review

Nan Shan Life Insurance sold out of iShares US Financials ETF (IYF) in Q3 2018, closing a stake of 83,400 shares — an estimated $4.89M sold.

Nan Shan Life Insurance first reported a position in IYF in Q4 2013 and held it in 12 quarters. The position peaked at $21.1M in Q2 2014. 220 funds tracked by Wall St. Rank hold IYF as of Q3 2018.

Nan Shan Life Insurance reported no remaining iShares US Financials ETF position as of Q3 2018 after selling out during the quarter.
Nan Shan Life Insurance sold 83,400 iShares US Financials ETF shares in Q3 2018, an estimated $4.89M.
Nan Shan Life Insurance first reported a position in iShares US Financials ETF in Q4 2013 and held it in 12 quarters.
Nan Shan Life Insurance's iShares US Financials ETF position peaked at $21.1M in Q2 2014.
220 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2018.

Based on Nan Shan Life Insurance's 13F filing for Q3 2018, filed 13 Nov 2018.