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

Stanford Investment 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
2015
Q2 		– Sell
-2,847
Closed -$85K – 352
2015
Q1 		$85K Buy
2,847
+9
+0.3% +$266 0.07% 95
2014
Q4 		$87K Buy
+2,838
New +$83.6K 0.07% 97

Other funds holding IYG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Stanford Investment Group's IYG Position: Q2 2015 in Review

Stanford Investment Group sold out of iShares US Financial Services ETF (IYG) in Q2 2015, closing a stake of 2,847 shares — an estimated $85K sold.

Stanford Investment Group first reported a position in IYG in Q4 2014 and held it in 2 quarters. The position peaked at $87K in Q4 2014. 78 funds tracked by Wall St. Rank hold IYG as of Q2 2015.

  • Stanford Investment Group reported no remaining iShares US Financial Services ETF position as of Q2 2015 after selling out during the quarter.
  • Stanford Investment Group sold 2,847 iShares US Financial Services ETF shares in Q2 2015, an estimated $85K.
  • Stanford Investment Group first reported a position in iShares US Financial Services ETF in Q4 2014 and held it in 2 quarters.
  • Stanford Investment Group's iShares US Financial Services ETF position peaked at $87K in Q4 2014.
  • 78 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2015.

Based on Stanford Investment Group's 13F filing for Q2 2015, filed 18 Nov 2016.