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Peachtree Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Peachtree Investment Advisors’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
2018
Q4 		$2.89M Buy
54,306
+6,382
+13% +$366K 2.23% 12
2018
Q3 		$2.91M Buy
47,924
+1,940
+4% +$119K 1.99% 13
2018
Q2 		$2.69M Buy
45,984
+4,440
+11% +$264K 1.95% 14
2018
Q1 		$2.45M Buy
41,544
+2,632
+7% +$160K 1.84% 16
2017
Q4 		$2.32M Sell
38,912
-100
-0.3% -$5.8K 1.78% 17
2017
Q3 		$2.19M Buy
39,012
+990
+3% +$54K 1.88% 16
2017
Q2 		$2.04M Buy
38,022
+1,130
+3% +$59.1K 1.75% 17
2017
Q1 		$1.92M Buy
36,892
+1,074
+3% +$56K 1.76% 18
2016
Q4 		$1.82M Sell
35,818
-590
-2% -$28.2K 1.78% 19
2016
Q3 		$1.64M Buy
36,408
+120
+0.3% +$5.38K 1.61% 20
2016
Q2 		$1.56M Buy
36,288
+2,310
+7% +$99.9K 1.59% 20
2016
Q1 		$1.44M Buy
33,978
+6,864
+25% +$278K 1.44% 25
2015
Q4 		$1.2M Buy
27,114
+13,260
+96% +$591K 1.25% 30
2015
Q3 		$583K Buy
13,854
+1,554
+13% +$69.3K 0.61% 50
2015
Q2 		$552K Buy
12,300
+3,490
+40% +$158K 0.41% 68
2015
Q1 		$392K Buy
8,810
+5,400
+158% +$240K 0.28% 87
2014
Q4 		$154K Buy
3,410
+2,800
+459% +$122K 0.1% 155
2014
Q3 		$26K Buy
+610
New +$25.6K 0.02% 241

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Peachtree Investment Advisors's IYF Position: Q4 2018 in Review

Peachtree Investment Advisors increased its iShares US Financials ETF (IYF) stake by 13% in Q4 2018, buying an estimated $366K and bringing the position to 54,306 shares worth $2.89M. The position accounts for 2.23% of the portfolio, ranked #12.

Peachtree Investment Advisors first reported a position in IYF in Q3 2014 and has held it in 18 quarters since. The position peaked at $2.91M in Q3 2018. 228 funds tracked by Wall St. Rank hold IYF as of Q4 2018.

  • Peachtree Investment Advisors held 54,306 shares of iShares US Financials ETF worth $2.89M as of Q4 2018.
  • Peachtree Investment Advisors bought 6,382 iShares US Financials ETF shares in Q4 2018, an estimated $366K.
  • iShares US Financials ETF made up 2.23% of Peachtree Investment Advisors's portfolio in Q4 2018, its #12 holding.
  • Peachtree Investment Advisors first reported a position in iShares US Financials ETF in Q3 2014 and has held it in 18 quarters since.
  • Peachtree Investment Advisors's iShares US Financials ETF position peaked at $2.91M in Q3 2018.
  • 228 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.