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San Francisco Sentry Investment Group’s iShares US Financial Services ETF IYG Stock Holding History

San Francisco Sentry Investment 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
Q1 		– Sell
-540
Closed -$20K – 999
2018
Q4 		$20K Hold
540
– – 0.01% 478
2018
Q3 		$24K Hold
540
– – 0.01% 484
2018
Q2 		$23K Sell
540
-16,230
-97% -$719K 0.01% 468
2018
Q1 		$732K Hold
16,770
– – 0.21% 96
2017
Q4 		$729K Sell
16,770
-825
-5% -$34.4K 0.21% 102
2017
Q3 		$703K Sell
17,595
-165
-0.9% -$6.32K 0.24% 103
2017
Q2 		$671K Buy
17,760
+1,440
+9% +$52.4K 0.24% 97
2017
Q1 		$594K Hold
16,320
– – 0.33% 86
2016
Q4 		$578K Sell
16,320
-264
-2% -$8.61K 0.33% 85
2016
Q3 		$485K Hold
16,584
– – 0.29% 91
2016
Q2 		$446K Buy
16,584
+1,380
+9% +$38.5K 0.27% 98
2016
Q1 		$411K Buy
15,204
+780
+5% +$20.6K 0.25% 103
2015
Q4 		$433K Buy
14,424
+555
+4% +$16.8K 0.27% 100
2015
Q3 		$395K Buy
13,869
+195
+1% +$5.98K 0.28% 100
2015
Q2 		$428K Buy
13,674
+2,130
+18% +$66.1K 0.26% 102
2015
Q1 		$344K Hold
11,544
– – 0.21% 116
2014
Q4 		$353K Buy
11,544
+900
+8% +$26.5K 0.2% 115
2014
Q3 		$306K Buy
10,644
+630
+6% +$17.9K 0.15% 131
2014
Q2 		$282K Buy
10,014
+1,290
+15% +$35.4K 0.14% 144
2014
Q1 		$247K Buy
8,724
+6,744
+341% +$187K 0.08% 191
2013
Q4 		$55K Buy
+1,980
New +$52.1K 0.02% 315

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

San Francisco Sentry Investment Group's IYG Position: Q1 2019 in Review

San Francisco Sentry Investment Group sold out of iShares US Financial Services ETF (IYG) in Q1 2019, closing a stake of 540 shares — an estimated $20K sold.

San Francisco Sentry Investment Group first reported a position in IYG in Q4 2013 and held it in 21 quarters. The position peaked at $732K in Q1 2018. 155 funds tracked by Wall St. Rank hold IYG as of Q1 2019.

  • San Francisco Sentry Investment Group reported no remaining iShares US Financial Services ETF position as of Q1 2019 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 540 iShares US Financial Services ETF shares in Q1 2019, an estimated $20K.
  • San Francisco Sentry Investment Group first reported a position in iShares US Financial Services ETF in Q4 2013 and held it in 21 quarters.
  • San Francisco Sentry Investment Group's iShares US Financial Services ETF position peaked at $732K in Q1 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2019.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2019, filed 8 May 2019.