RMDI
IYF icon

R.M. Davis Inc’s iShares US Financials ETF IYF Stock Holding History

R.M. Davis Inc’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
2014
Q2 		– Sell
-7,080
Closed -$289K – 190
2014
Q1 		$289K Sell
7,080
-4,730
-40% -$189K 0.02% 161
2013
Q4 		$473K Buy
11,810
+5,558
+89% +$214K 0.03% 136
2013
Q3 		$229K Buy
+6,252
New +$232K 0.02% 165

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BA
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BIM
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Bank of America
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AssetMark Inc
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return