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Samalin Investment Counsel’s iShares US Financials ETF IYF Stock Holding History

Samalin Investment Counsel’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
2020
Q1 		– Sell
-250
Closed -$17K – 335
2019
Q4 		$17K Buy
+250
New +$16.6K 0.01% 394

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Samalin Investment Counsel's IYF Position: Q1 2020 in Review

Samalin Investment Counsel sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 250 shares — an estimated $17K sold.

Samalin Investment Counsel first reported a position in IYF in Q4 2019 and held it in 1 quarter. The position peaked at $17K in Q4 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

  • Samalin Investment Counsel reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Samalin Investment Counsel sold 250 iShares US Financials ETF shares in Q1 2020, an estimated $17K.
  • Samalin Investment Counsel first reported a position in iShares US Financials ETF in Q4 2019 and held it in 1 quarter.
  • Samalin Investment Counsel's iShares US Financials ETF position peaked at $17K in Q4 2019.
  • 211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on Samalin Investment Counsel's 13F filing for Q1 2020, filed 4 May 2020.