NES
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New England Securities’s iShares US Financials ETF IYF Stock Holding History

New England Securities’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
2014
Q4 		$84K Sell
1,868
-24,924
-93% -$1.08M 0.03% 461
2014
Q3 		$1.12M Buy
26,792
+5,248
+24% +$220K 0.39% 55
2014
Q2 		$896K Sell
21,544
-368
-2% -$14.9K 0.31% 74
2014
Q1 		$896K Buy
21,912
+8,898
+68% +$355K 0.34% 65
2013
Q4 		$522K Buy
13,014
+2,930
+29% +$113K 0.22% 123
2013
Q3 		$369K Buy
10,084
+9,876
+4,748% +$366K 0.19% 142
2013
Q2 		$7K Buy
+208
New +$7.34K ﹤0.01% 967

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BA
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AssetMark Inc
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TFA
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BTS
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PI
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Envestnet Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return