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SII Investments’s iShares US Financial Services ETF IYG Stock Holding History

SII Investments’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
2013
Q3 		– Sell
-39,291
Closed -$937K – 341
2013
Q2 		$937K Buy
+39,291
New +$906K 0.2% 139

Other funds holding IYG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPSAC
Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

SII Investments's IYG Position: Q3 2013 in Review

SII Investments sold out of iShares US Financial Services ETF (IYG) in Q3 2013, closing a stake of 39,291 shares — an estimated $937K sold.

SII Investments first reported a position in IYG in Q2 2013 and held it in 1 quarter. The position peaked at $937K in Q2 2013. 66 funds tracked by Wall St. Rank hold IYG as of Q3 2013.

  • SII Investments reported no remaining iShares US Financial Services ETF position as of Q3 2013 after selling out during the quarter.
  • SII Investments sold 39,291 iShares US Financial Services ETF shares in Q3 2013, an estimated $937K.
  • SII Investments first reported a position in iShares US Financial Services ETF in Q2 2013 and held it in 1 quarter.
  • SII Investments's iShares US Financial Services ETF position peaked at $937K in Q2 2013.
  • 66 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q3 2013.

Based on SII Investments's 13F filing for Q3 2013, filed 14 Nov 2013.