Neuberger Berman Group
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Neuberger Berman Group’s iShares US Financials ETF IYF Stock Holding History

Neuberger Berman Group’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
Q4 		– Sell
-51,692
Closed -$3.14M – 1617
2018
Q3 		$3.14M Sell
51,692
-53,972
-51% -$3.31M ﹤0.01% 972
2018
Q2 		$6.19M Sell
105,664
-1,176
-1% -$70K 0.01% 880
2018
Q1 		$6.29M Sell
106,840
-1,774
-2% -$108K 0.01% 854
2017
Q4 		$6.49M Sell
108,614
-2,672
-2% -$155K 0.01% 842
2017
Q3 		$6.24M Buy
111,286
+38
+0% +$2.07K 0.01% 820
2017
Q2 		$5.98M Buy
+111,248
New +$5.82M 0.01% 827

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Neuberger Berman Group's IYF Position: Q4 2018 in Review

Neuberger Berman Group sold out of iShares US Financials ETF (IYF) in Q4 2018, closing a stake of 51,692 shares — an estimated $3.14M sold.

Neuberger Berman Group first reported a position in IYF in Q2 2017 and held it in 6 quarters. The position peaked at $6.49M in Q4 2017. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

  • Neuberger Berman Group reported no remaining iShares US Financials ETF position as of Q4 2018 after selling out during the quarter.
  • Neuberger Berman Group sold 51,692 iShares US Financials ETF shares in Q4 2018, an estimated $3.14M.
  • Neuberger Berman Group first reported a position in iShares US Financials ETF in Q2 2017 and held it in 6 quarters.
  • Neuberger Berman Group's iShares US Financials ETF position peaked at $6.49M in Q4 2017.
  • 228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Neuberger Berman Group's 13F filing for Q4 2018, filed 12 Feb 2019.