SevenBridge Financial Group’s iShares US Financials ETF IYF Stock Holding History

SevenBridge Financial Group’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
2019 Q3	–	Sell	-750	Closed	-$47K	–	366
2019 Q2	$47K	Buy	750 +150	+25%	+$9.24K	0.02%	294
2019 Q1	$35K	Hold	600	–	–	0.01%	281
2018 Q4	$32K	Hold	600	–	–	0.02%	247
2018 Q3	$36K	Hold	600	–	–	0.02%	267
2018 Q2	$35K	Hold	600	–	–	0.02%	280
2018 Q1	$35K	Hold	600	–	–	0.02%	288
2017 Q4	$36K	Hold	600	–	–	0.02%	302
2017 Q3	$34K	Hold	600	–	–	0.02%	302
2017 Q2	$32K	Hold	600	–	–	0.02%	323
2017 Q1	$31K	Hold	600	–	–	0.02%	316
2016 Q4	$27K	Hold	600	–	–	0.02%	324
2016 Q3	$27K	Hold	600	–	–	0.02%	323
2016 Q2	$26K	Buy	+600	New	+$25.9K	0.02%	374

Other funds holding IYF

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

SevenBridge Financial Group's IYF Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares US Financials ETF (IYF) in Q3 2019, closing a stake of 750 shares — an estimated $47K sold.

SevenBridge Financial Group first reported a position in IYF in Q2 2016 and held it in 13 quarters. The position peaked at $47K in Q2 2019. 223 funds tracked by Wall St. Rank hold IYF as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares US Financials ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 750 iShares US Financials ETF shares in Q3 2019, an estimated $47K.
SevenBridge Financial Group first reported a position in iShares US Financials ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares US Financials ETF position peaked at $47K in Q2 2019.
223 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.