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Sonora Investment Management’s iShares US Financials ETF IYF Stock Holding History

Sonora Investment Management’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
2016
Q2 		– Sell
-218
Closed -$9.55K – 897
2016
Q1 		$9.55K Hold
218
– – ﹤0.01% 649
2015
Q4 		$10K Hold
218
– – ﹤0.01% 544
2015
Q3 		$9K Buy
+218
New +$9.72K ﹤0.01% 523

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Sonora Investment Management's IYF Position: Q2 2016 in Review

Sonora Investment Management sold out of iShares US Financials ETF (IYF) in Q2 2016, closing a stake of 218 shares — an estimated $9.55K sold.

Sonora Investment Management first reported a position in IYF in Q3 2015 and held it in 3 quarters. The position peaked at $10K in Q4 2015. 150 funds tracked by Wall St. Rank hold IYF as of Q2 2016.

  • Sonora Investment Management reported no remaining iShares US Financials ETF position as of Q2 2016 after selling out during the quarter.
  • Sonora Investment Management sold 218 iShares US Financials ETF shares in Q2 2016, an estimated $9.55K.
  • Sonora Investment Management first reported a position in iShares US Financials ETF in Q3 2015 and held it in 3 quarters.
  • Sonora Investment Management's iShares US Financials ETF position peaked at $10K in Q4 2015.
  • 150 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2016.

Based on Sonora Investment Management's 13F filing for Q2 2016, filed 15 Jul 2016.