Patten Group’s iShares US Financials ETF IYF Stock Holding History

Patten Group’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 Q1	–	Sell	-374	Closed	-$20K	–	380
2018 Q4	$20K	Hold	374	–	–	0.01%	370
2018 Q3	$23K	Hold	374	–	–	0.01%	408
2018 Q2	$22K	Hold	374	–	–	0.01%	395
2018 Q1	$22K	Hold	374	–	–	0.01%	399
2017 Q4	$22K	Hold	374	–	–	0.01%	425
2017 Q3	$21K	Buy	+374	New	+$20.4K	0.01%	413

Other funds holding IYF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Patten Group's IYF Position: Q1 2019 in Review

Patten Group sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 374 shares — an estimated $20K sold.

Patten Group first reported a position in IYF in Q3 2017 and held it in 6 quarters. The position peaked at $23K in Q3 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

Patten Group reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 374 iShares US Financials ETF shares in Q1 2019, an estimated $20K.
Patten Group first reported a position in iShares US Financials ETF in Q3 2017 and held it in 6 quarters.
Patten Group's iShares US Financials ETF position peaked at $23K in Q3 2018.
229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.