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Nelson Capital Management’s iShares US Financial Services ETF IYG Stock Holding History

Nelson Capital Management’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
2014
Q3 		– Sell
-531
Closed -$15K – 317
2014
Q2 		$15K Buy
+531
New +$14.6K 0.01% 212

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Nelson Capital Management's IYG Position: Q3 2014 in Review

Nelson Capital Management sold out of iShares US Financial Services ETF (IYG) in Q3 2014, closing a stake of 531 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in IYG in Q2 2014 and held it in 1 quarter. The position peaked at $15K in Q2 2014. 74 funds tracked by Wall St. Rank hold IYG as of Q3 2014.

  • Nelson Capital Management reported no remaining iShares US Financial Services ETF position as of Q3 2014 after selling out during the quarter.
  • Nelson Capital Management sold 531 iShares US Financial Services ETF shares in Q3 2014, an estimated $15K.
  • Nelson Capital Management first reported a position in iShares US Financial Services ETF in Q2 2014 and held it in 1 quarter.
  • Nelson Capital Management's iShares US Financial Services ETF position peaked at $15K in Q2 2014.
  • 74 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2014.

Based on Nelson Capital Management's 13F filing for Q3 2014, filed 31 Oct 2014.