OWD
IYF icon

Osborn Williams & Donohoe’s iShares US Financials ETF IYF Stock Holding History

Osborn Williams & Donohoe’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
2019
Q2 		– Sell
-250
Closed -$15K – 495
2019
Q1 		$15K Buy
+250
New +$14.5K ﹤0.01% 585

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
AP
Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osborn Williams & Donohoe's IYF Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares US Financials ETF (IYF) in Q2 2019, closing a stake of 250 shares — an estimated $15K sold.

Osborn Williams & Donohoe first reported a position in IYF in Q1 2019 and held it in 1 quarter. The position peaked at $15K in Q1 2019. 226 funds tracked by Wall St. Rank hold IYF as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares US Financials ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 250 iShares US Financials ETF shares in Q2 2019, an estimated $15K.
  • Osborn Williams & Donohoe first reported a position in iShares US Financials ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares US Financials ETF position peaked at $15K in Q1 2019.
  • 226 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.