Noven Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q4
Sell
-14,049
Closed -$400K 46
2015
Q3
$400K Buy
+14,049
New +$431K 0.32% 30

Other funds holding IYG

Noven Financial Group's IYG Position: Q4 2015 in Review

Noven Financial Group sold out of iShares US Financial Services ETF (IYG) in Q4 2015, closing a stake of 14,049 shares — an estimated $400K sold.

Noven Financial Group first reported a position in IYG in Q3 2015 and held it in 1 quarter. The position peaked at $400K in Q3 2015. 83 funds tracked by Wall St. Rank hold IYG as of Q4 2015.

  • Noven Financial Group reported no remaining iShares US Financial Services ETF position as of Q4 2015 after selling out during the quarter.
  • Noven Financial Group sold 14,049 iShares US Financial Services ETF shares in Q4 2015, an estimated $400K.
  • Noven Financial Group first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 1 quarter.
  • Noven Financial Group's iShares US Financial Services ETF position peaked at $400K in Q3 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2015.

Based on Noven Financial Group's 13F filing for Q4 2015, filed 11 Feb 2016.