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PagnatoKarp Partners’s iShares US Financial Services ETF IYG Stock Holding History

PagnatoKarp Partners’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
2017
Q2 		– Sell
-5,682
Closed -$207K – 123
2017
Q1 		$207K Buy
+5,682
New +$208K 0.06% 114

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

PagnatoKarp Partners's IYG Position: Q2 2017 in Review

PagnatoKarp Partners sold out of iShares US Financial Services ETF (IYG) in Q2 2017, closing a stake of 5,682 shares — an estimated $207K sold.

PagnatoKarp Partners first reported a position in IYG in Q1 2017 and held it in 1 quarter. The position peaked at $207K in Q1 2017. 115 funds tracked by Wall St. Rank hold IYG as of Q2 2017.

  • PagnatoKarp Partners reported no remaining iShares US Financial Services ETF position as of Q2 2017 after selling out during the quarter.
  • PagnatoKarp Partners sold 5,682 iShares US Financial Services ETF shares in Q2 2017, an estimated $207K.
  • PagnatoKarp Partners first reported a position in iShares US Financial Services ETF in Q1 2017 and held it in 1 quarter.
  • PagnatoKarp Partners's iShares US Financial Services ETF position peaked at $207K in Q1 2017.
  • 115 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2017.

Based on PagnatoKarp Partners's 13F filing for Q2 2017, filed 11 Aug 2017.