Nan Shan Life Insurance’s iShares US Financial Services ETF IYG Stock Holding History

Nan Shan Life Insurance’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 Q1	–	Sell	-202,872	Closed	-$10.3M	–	102
2019 Q4	$10.3M	Hold	202,872	–	–	0.32%	56
2019 Q3	$9.23M	Hold	202,872	–	–	0.25%	59
2019 Q2	$9.05M	Sell	202,872 -97,896	-33%	-$4.29M	0.23%	65
2019 Q1	$12.5M	Hold	300,768	–	–	0.25%	64
2018 Q4	$11.3M	Hold	300,768	–	–	0.27%	63
2018 Q3	$13.4M	Sell	300,768 -25,350	-8%	-$1.15M	0.26%	68
2018 Q2	$14.1M	Sell	326,118 -1,782	-0.5%	-$79K	0.32%	58
2018 Q1	$14.3M	Buy	+327,900	New	+$14.9M	0.29%	67

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nan Shan Life Insurance's IYG Position: Q1 2020 in Review

Nan Shan Life Insurance sold out of iShares US Financial Services ETF (IYG) in Q1 2020, closing a stake of 202,872 shares — an estimated $10.3M sold.

Nan Shan Life Insurance first reported a position in IYG in Q1 2018 and held it in 8 quarters. The position peaked at $14.3M in Q1 2018. 142 funds tracked by Wall St. Rank hold IYG as of Q1 2020.

Nan Shan Life Insurance reported no remaining iShares US Financial Services ETF position as of Q1 2020 after selling out during the quarter.
Nan Shan Life Insurance sold 202,872 iShares US Financial Services ETF shares in Q1 2020, an estimated $10.3M.
Nan Shan Life Insurance first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 8 quarters.
Nan Shan Life Insurance's iShares US Financial Services ETF position peaked at $14.3M in Q1 2018.
142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2020.

Based on Nan Shan Life Insurance's 13F filing for Q1 2020, filed 11 May 2020.