PFG
IYG icon

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

Pacific Financial Group’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
Q4 		– Sell
-15,336
Closed -$437K – 66
2015
Q3 		$437K Buy
+15,336
New +$470K 0.57% 41

Other funds holding IYG

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Pacific Financial Group sold out of iShares US Financial Services ETF (IYG) in Q4 2015, closing a stake of 15,336 shares — an estimated $437K sold.

Pacific Financial Group first reported a position in IYG in Q3 2015 and held it in 1 quarter. The position peaked at $437K in Q3 2015. 83 funds tracked by Wall St. Rank hold IYG as of Q4 2015.

  • Pacific Financial Group reported no remaining iShares US Financial Services ETF position as of Q4 2015 after selling out during the quarter.
  • Pacific Financial Group sold 15,336 iShares US Financial Services ETF shares in Q4 2015, an estimated $437K.
  • Pacific Financial Group first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 1 quarter.
  • Pacific Financial Group's iShares US Financial Services ETF position peaked at $437K in Q3 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2015.

Based on Pacific Financial Group's 13F filing for Q4 2015, filed 22 Jan 2016.