Pittenger & Anderson Inc’s iShares US Financial Services ETF IYG Stock Holding History

Pittenger & Anderson Inc’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
2018 Q3	–	Sell	-300	Closed	-$13K	–	381
2018 Q2	$13K	Hold	300	–	–	﹤0.01%	325
2018 Q1	$13K	Sell	300 -150	-33%	-$6.81K	﹤0.01%	323
2017 Q4	$20K	Hold	450	–	–	﹤0.01%	319
2017 Q3	$18K	Hold	450	–	–	﹤0.01%	314
2017 Q2	$17K	Hold	450	–	–	﹤0.01%	318
2017 Q1	$16K	Hold	450	–	–	﹤0.01%	299
2016 Q4	$16K	Sell	450 -1,500	-77%	-$48.9K	﹤0.01%	319
2016 Q3	$57K	Hold	1,950	–	–	0.01%	257
2016 Q2	$52K	Sell	1,950 -300	-13%	-$8.38K	0.01%	265
2016 Q1	$61K	Sell	2,250 -150	-6%	-$3.96K	0.01%	281
2015 Q4	$72K	Buy	2,400 +150	+7%	+$4.55K	0.01%	286
2015 Q3	$64K	Hold	2,250	–	–	0.01%	295
2015 Q2	$71K	Hold	2,250	–	–	0.01%	298
2015 Q1	$67K	Hold	2,250	–	–	0.01%	297
2014 Q4	$69K	Sell	2,250 -1,500	-40%	-$44.2K	0.01%	290
2014 Q3	$108K	Hold	3,750	–	–	0.02%	248
2014 Q2	$106K	Buy	+3,750	New	+$103K	0.02%	255

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pittenger & Anderson Inc's IYG Position: Q3 2018 in Review

Pittenger & Anderson Inc sold out of iShares US Financial Services ETF (IYG) in Q3 2018, closing a stake of 300 shares — an estimated $13K sold.

Pittenger & Anderson Inc first reported a position in IYG in Q2 2014 and held it in 17 quarters. The position peaked at $108K in Q3 2014. 149 funds tracked by Wall St. Rank hold IYG as of Q3 2018.

Pittenger & Anderson Inc reported no remaining iShares US Financial Services ETF position as of Q3 2018 after selling out during the quarter.
Pittenger & Anderson Inc sold 300 iShares US Financial Services ETF shares in Q3 2018, an estimated $13K.
Pittenger & Anderson Inc first reported a position in iShares US Financial Services ETF in Q2 2014 and held it in 17 quarters.
Pittenger & Anderson Inc's iShares US Financial Services ETF position peaked at $108K in Q3 2014.
149 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2018.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2018, filed 12 Oct 2018.