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Spruce Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Spruce Investment Advisors’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
2017
Q4 		– Sell
-194
Closed -$11K – 24
2017
Q3 		$11K Hold
194
– – 0.02% 30
2017
Q2 		$10K Hold
194
– – 0.02% 35
2017
Q1 		$10K Buy
194
+90
+87% +$4.7K 0.01% 44
2016
Q4 		$5K Buy
+104
New +$4.96K ﹤0.01% 37

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spruce Investment Advisors's IYF Position: Q4 2017 in Review

Spruce Investment Advisors sold out of iShares US Financials ETF (IYF) in Q4 2017, closing a stake of 194 shares — an estimated $11K sold.

Spruce Investment Advisors first reported a position in IYF in Q4 2016 and held it in 4 quarters. The position peaked at $11K in Q3 2017. 221 funds tracked by Wall St. Rank hold IYF as of Q4 2017.

  • Spruce Investment Advisors reported no remaining iShares US Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Spruce Investment Advisors sold 194 iShares US Financials ETF shares in Q4 2017, an estimated $11K.
  • Spruce Investment Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 4 quarters.
  • Spruce Investment Advisors's iShares US Financials ETF position peaked at $11K in Q3 2017.
  • 221 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2017.

Based on Spruce Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.