Schroder Investment Management Group’s iShares US Financial Services ETF IYG Stock Holding History

Schroder Investment Management 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
2018 Q2	–	Sell	-102,936	Closed	-$4.49M	–	1298
2018 Q1	$4.49M	Hold	102,936	–	–	0.01%	748
2017 Q4	$4.48M	Buy	+102,936	New	+$4.29M	0.01%	793
2015 Q4	–	Sell	-305,715	Closed	-$8.71M	–	1212
2015 Q3	$8.71M	Hold	305,715	–	–	0.02%	629
2015 Q2	$9.53M	Buy	+305,715	New	+$9.49M	0.02%	647
2014 Q4	–	Sell	-6,816	Closed	-$196K	–	1410
2014 Q3	$196K	Hold	6,816	–	–	﹤0.01%	1174
2014 Q2	$192K	Hold	6,816	–	–	﹤0.01%	1139
2014 Q1	$193K	Hold	6,816	–	–	﹤0.01%	1175
2013 Q4	$190K	Hold	6,816	–	–	﹤0.01%	1231
2013 Q3	$168K	Buy	+6,816	New	+$171K	﹤0.01%	1231

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group's IYG Position: Q2 2018 in Review

Schroder Investment Management Group sold out of iShares US Financial Services ETF (IYG) in Q2 2018, closing a stake of 102,936 shares — an estimated $4.49M sold.

Schroder Investment Management Group first reported a position in IYG in Q3 2013 and held it in 9 quarters. The position peaked at $9.53M in Q2 2015. 142 funds tracked by Wall St. Rank hold IYG as of Q2 2018.

Schroder Investment Management Group reported no remaining iShares US Financial Services ETF position as of Q2 2018 after selling out during the quarter.
Schroder Investment Management Group sold 102,936 iShares US Financial Services ETF shares in Q2 2018, an estimated $4.49M.
Schroder Investment Management Group first reported a position in iShares US Financial Services ETF in Q3 2013 and held it in 9 quarters.
Schroder Investment Management Group's iShares US Financial Services ETF position peaked at $9.53M in Q2 2015.
142 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2018.

Based on Schroder Investment Management Group's 13F filing for Q2 2018, filed 13 Aug 2018.