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

Pinnacle Advisory 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
2016
Q1 		– Sell
-834,672
Closed -$25M – 120
2015
Q4 		$25M Buy
+834,672
New +$25.3M 2.25% 16
2015
Q3 		– Sell
-1,099,992
Closed -$34.5M – 113
2015
Q2 		$34.5M Buy
+1,099,992
New +$34.2M 3.36% 11

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pinnacle Advisory Group's IYG Position: Q1 2016 in Review

Pinnacle Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q1 2016, closing a stake of 834,672 shares — an estimated $25M sold.

Pinnacle Advisory Group first reported a position in IYG in Q2 2015 and held it in 2 quarters. The position peaked at $34.5M in Q2 2015. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2016.

  • Pinnacle Advisory Group reported no remaining iShares US Financial Services ETF position as of Q1 2016 after selling out during the quarter.
  • Pinnacle Advisory Group sold 834,672 iShares US Financial Services ETF shares in Q1 2016, an estimated $25M.
  • Pinnacle Advisory Group first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 2 quarters.
  • Pinnacle Advisory Group's iShares US Financial Services ETF position peaked at $34.5M in Q2 2015.
  • 72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2016.

Based on Pinnacle Advisory Group's 13F filing for Q1 2016, filed 15 Apr 2016.