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Private Wealth Advisors (Pennsylvania)’s iShares US Financial Services ETF IYG Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015
Q4 		– Sell
-7,494
Closed -$214K – 114
2015
Q3 		$214K Buy
7,494
+78
+1% +$2.39K 0.11% 129
2015
Q2 		$232K Buy
+7,416
New +$230K 0.11% 129

Other funds holding IYG

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s IYG Position: Q4 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of iShares US Financial Services ETF (IYG) in Q4 2015, closing a stake of 7,494 shares — an estimated $214K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in IYG in Q2 2015 and held it in 2 quarters. The position peaked at $232K in Q2 2015. 83 funds tracked by Wall St. Rank hold IYG as of Q4 2015.

  • Private Wealth Advisors (Pennsylvania) reported no remaining iShares US Financial Services ETF position as of Q4 2015 after selling out during the quarter.
  • Private Wealth Advisors (Pennsylvania) sold 7,494 iShares US Financial Services ETF shares in Q4 2015, an estimated $214K.
  • Private Wealth Advisors (Pennsylvania) first reported a position in iShares US Financial Services ETF in Q2 2015 and held it in 2 quarters.
  • Private Wealth Advisors (Pennsylvania)'s iShares US Financial Services ETF position peaked at $232K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2015, filed 5 Feb 2016.