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Santori & Peters Inc’s iShares US Financial Services ETF IYG Stock Holding History

Santori & Peters Inc’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
2018
Q1 		– Sell
-261
Closed -$11K – 298
2017
Q4 		$11K Buy
+261
New +$10.9K 0.01% 285

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Santori & Peters Inc's IYG Position: Q1 2018 in Review

Santori & Peters Inc sold out of iShares US Financial Services ETF (IYG) in Q1 2018, closing a stake of 261 shares — an estimated $11K sold.

Santori & Peters Inc first reported a position in IYG in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 146 funds tracked by Wall St. Rank hold IYG as of Q1 2018.

  • Santori & Peters Inc reported no remaining iShares US Financial Services ETF position as of Q1 2018 after selling out during the quarter.
  • Santori & Peters Inc sold 261 iShares US Financial Services ETF shares in Q1 2018, an estimated $11K.
  • Santori & Peters Inc first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 1 quarter.
  • Santori & Peters Inc's iShares US Financial Services ETF position peaked at $11K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.