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Optimum Investment Advisors’s iShares US Financial Services ETF IYG Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$3K Hold
105
– – ﹤0.01% 915
2014
Q4 		$3K Hold
105
– – ﹤0.01% 944
2014
Q3 		$3K Hold
105
– – ﹤0.01% 871
2014
Q2 		$3K Buy
+105
New +$2.88K ﹤0.01% 878

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

Optimum Investment Advisors's IYG Position: Q1 2015 in Review

Optimum Investment Advisors held its iShares US Financial Services ETF (IYG) position steady in Q1 2015 at 105 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #915.

Optimum Investment Advisors first reported a position in IYG in Q2 2014 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold IYG as of Q1 2015.

  • Optimum Investment Advisors held 105 shares of iShares US Financial Services ETF worth $3K as of Q1 2015.
  • Optimum Investment Advisors left its iShares US Financial Services ETF share count unchanged in Q1 2015.
  • iShares US Financial Services ETF made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #915 holding.
  • Optimum Investment Advisors first reported a position in iShares US Financial Services ETF in Q2 2014 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.