Sterling Investment Management’s iShares US Financial Services ETF IYG Stock Holding History

Sterling Investment Management’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
2018 Q4	–	Sell	-4,650	Closed	-$206K	–	60
2018 Q3	$206K	Hold	4,650	–	–	0.15%	60
2018 Q2	$200K	Hold	4,650	–	–	0.16%	59
2018 Q1	$203K	Hold	4,650	–	–	0.16%	55
2017 Q4	$202K	Buy	+4,650	New	+$194K	0.22%	55

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Sterling Investment Management's IYG Position: Q4 2018 in Review

Sterling Investment Management sold out of iShares US Financial Services ETF (IYG) in Q4 2018, closing a stake of 4,650 shares — an estimated $206K sold.

Sterling Investment Management first reported a position in IYG in Q4 2017 and held it in 4 quarters. The position peaked at $206K in Q3 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q4 2018.

Sterling Investment Management reported no remaining iShares US Financial Services ETF position as of Q4 2018 after selling out during the quarter.
Sterling Investment Management sold 4,650 iShares US Financial Services ETF shares in Q4 2018, an estimated $206K.
Sterling Investment Management first reported a position in iShares US Financial Services ETF in Q4 2017 and held it in 4 quarters.
Sterling Investment Management's iShares US Financial Services ETF position peaked at $206K in Q3 2018.
148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2018.

Based on Sterling Investment Management's 13F filing for Q4 2018, filed 17 Jan 2019.