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NWAM LLC’s iShares US Financial Services ETF IYG Stock Holding History

NWAM LLC’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
2020
Q3 		– Sell
-15,111
Closed -$601K – 334
2020
Q2 		$601K Buy
+15,111
New +$581K 0.08% 217

Other funds holding IYG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

NWAM LLC's IYG Position: Q3 2020 in Review

NWAM LLC sold out of iShares US Financial Services ETF (IYG) in Q3 2020, closing a stake of 15,111 shares — an estimated $601K sold.

NWAM LLC first reported a position in IYG in Q2 2020 and held it in 1 quarter. The position peaked at $601K in Q2 2020. 221 funds tracked by Wall St. Rank hold IYG as of Q3 2020.

  • NWAM LLC reported no remaining iShares US Financial Services ETF position as of Q3 2020 after selling out during the quarter.
  • NWAM LLC sold 15,111 iShares US Financial Services ETF shares in Q3 2020, an estimated $601K.
  • NWAM LLC first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 1 quarter.
  • NWAM LLC's iShares US Financial Services ETF position peaked at $601K in Q2 2020.
  • 221 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2020.

Based on NWAM LLC's 13F filing for Q3 2020, filed 16 Oct 2020.