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

Rehmann Capital 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
2019 Q3	–	Sell	-291	Closed	-$13K	–	1929
2019 Q2	$13K	Buy	+291	New	+$12.7K	﹤0.01%	1261
2018 Q4	–	Sell	-2,061	Closed	-$91.6K	–	2002
2018 Q3	$91.6K	Hold	2,061	–	–	0.01%	604
2018 Q2	$89K	Hold	2,061	–	–	0.01%	587
2018 Q1	$90K	Buy	+2,061	New	+$93.6K	0.01%	571

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.73B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rehmann Capital Advisory Group's IYG Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares US Financial Services ETF (IYG) in Q3 2019, closing a stake of 291 shares — an estimated $13K sold.

Rehmann Capital Advisory Group first reported a position in IYG in Q1 2018 and held it in 4 quarters. The position peaked at $91.6K in Q3 2018. 144 funds tracked by Wall St. Rank hold IYG as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares US Financial Services ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 291 iShares US Financial Services ETF shares in Q3 2019, an estimated $13K.
Rehmann Capital Advisory Group first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's iShares US Financial Services ETF position peaked at $91.6K in Q3 2018.
144 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.