NCM
IYF icon

Narwhal Capital Management’s iShares US Financials ETF IYF Stock Holding History

Narwhal Capital Management’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
2013
Q4 		– Sell
-26,600
Closed -$975K – 139
2013
Q3 		$975K Hold
26,600
– – 0.47% 79
2013
Q2 		$951K Buy
+26,600
New +$939K 0.46% 84

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return

Narwhal Capital Management's IYF Position: Q4 2013 in Review

Narwhal Capital Management sold out of iShares US Financials ETF (IYF) in Q4 2013, closing a stake of 26,600 shares — an estimated $975K sold.

Narwhal Capital Management first reported a position in IYF in Q2 2013 and held it in 2 quarters. The position peaked at $975K in Q3 2013. 126 funds tracked by Wall St. Rank hold IYF as of Q4 2013.

  • Narwhal Capital Management reported no remaining iShares US Financials ETF position as of Q4 2013 after selling out during the quarter.
  • Narwhal Capital Management sold 26,600 iShares US Financials ETF shares in Q4 2013, an estimated $975K.
  • Narwhal Capital Management first reported a position in iShares US Financials ETF in Q2 2013 and held it in 2 quarters.
  • Narwhal Capital Management's iShares US Financials ETF position peaked at $975K in Q3 2013.
  • 126 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2013.

Based on Narwhal Capital Management's 13F filing for Q4 2013, filed 4 Feb 2014.