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

Patten 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
2019 Q1	–	Sell	-180	Closed	-$7K	–	381
2018 Q4	$7K	Hold	180	–	–	﹤0.01%	463
2018 Q3	$8K	Hold	180	–	–	﹤0.01%	550
2018 Q2	$8K	Hold	180	–	–	﹤0.01%	523
2018 Q1	$8K	Hold	180	–	–	﹤0.01%	482
2017 Q4	$8K	Hold	180	–	–	﹤0.01%	507
2017 Q3	$7K	Hold	180	–	–	﹤0.01%	510
2017 Q2	$7K	Hold	180	–	–	﹤0.01%	529
2017 Q1	$6K	Hold	180	–	–	﹤0.01%	509
2016 Q4	$7K	Hold	180	–	–	﹤0.01%	493
2016 Q3	$5.32K	Hold	180	–	–	﹤0.01%	525
2016 Q2	$4.84K	Hold	180	–	–	﹤0.01%	518
2016 Q1	$4.87K	Hold	180	–	–	﹤0.01%	538
2015 Q4	$5.4K	Hold	180	–	–	﹤0.01%	553
2015 Q3	$5.13K	Hold	180	–	–	﹤0.01%	494
2015 Q2	$5.64K	Buy	+180	New	+$5.59K	﹤0.01%	498
2015 Q1	–	Sell	-180	Closed	-$6K	–	216
2014 Q4	$6K	Buy	+180	New	+$5.3K	﹤0.01%	245

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Patten Group's IYG Position: Q1 2019 in Review

Patten Group sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 180 shares — an estimated $7K sold.

Patten Group first reported a position in IYG in Q4 2014 and held it in 16 quarters. The position peaked at $8K in Q3 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

Patten Group reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 180 iShares US Financial Services ETF shares in Q1 2019, an estimated $7K.
Patten Group first reported a position in iShares US Financial Services ETF in Q4 2014 and held it in 16 quarters.
Patten Group's iShares US Financial Services ETF position peaked at $8K in Q3 2018.
155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

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