Stringer Asset Management
IYF icon

Stringer Asset Management’s iShares US Financials ETF IYF Stock Holding History

Stringer Asset 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
2015
Q4 		– Sell
-16,020
Closed -$674K – 33
2015
Q3 		$674K Buy
+16,020
New +$714K 0.82% 25
2014
Q2 		– Sell
-23,044
Closed -$942K – 40
2014
Q1 		$942K Sell
23,044
-7,004
-23% -$280K 0.71% 19
2013
Q4 		$1.18M Buy
+30,048
New +$1.16M 1.04% 22

Other funds holding IYF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
BlackRock Advisors
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pictet Asset Management (UK)
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BlackRock Investment Management
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Stringer Asset Management's IYF Position: Q4 2015 in Review

Stringer Asset Management sold out of iShares US Financials ETF (IYF) in Q4 2015, closing a stake of 16,020 shares — an estimated $674K sold.

Stringer Asset Management first reported a position in IYF in Q4 2013 and held it in 3 quarters. The position peaked at $1.18M in Q4 2013. 153 funds tracked by Wall St. Rank hold IYF as of Q4 2015.

  • Stringer Asset Management reported no remaining iShares US Financials ETF position as of Q4 2015 after selling out during the quarter.
  • Stringer Asset Management sold 16,020 iShares US Financials ETF shares in Q4 2015, an estimated $674K.
  • Stringer Asset Management first reported a position in iShares US Financials ETF in Q4 2013 and held it in 3 quarters.
  • Stringer Asset Management's iShares US Financials ETF position peaked at $1.18M in Q4 2013.
  • 153 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2015.

Based on Stringer Asset Management's 13F filing for Q4 2015, filed 12 Feb 2016.