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Summit X LLC’s iShares US Financials ETF IYF Stock Holding History

Summit X LLC’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
2019
Q1 		– Sell
-32,010
Closed -$1.7M – 249
2018
Q4 		$1.7M Sell
32,010
-11,458
-26% -$657K 0.98% 24
2018
Q3 		$2.63M Sell
43,468
-4,260
-9% -$261K 1.29% 20
2018
Q2 		$2.8M Sell
47,728
-1,930
-4% -$115K 1.56% 15
2018
Q1 		$2.92M Buy
49,658
+41,716
+525% +$2.53M 1.75% 10
2017
Q4 		$473K Buy
7,942
+712
+10% +$41.3K 0.3% 96
2017
Q3 		$403K Buy
7,230
+1,104
+18% +$60.2K 0.27% 110
2017
Q2 		$324K Buy
+6,126
New +$320K 0.23% 133

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit X LLC's IYF Position: Q1 2019 in Review

Summit X LLC sold out of iShares US Financials ETF (IYF) in Q1 2019, closing a stake of 32,010 shares — an estimated $1.7M sold.

Summit X LLC first reported a position in IYF in Q2 2017 and held it in 7 quarters. The position peaked at $2.92M in Q1 2018. 229 funds tracked by Wall St. Rank hold IYF as of Q1 2019.

  • Summit X LLC reported no remaining iShares US Financials ETF position as of Q1 2019 after selling out during the quarter.
  • Summit X LLC sold 32,010 iShares US Financials ETF shares in Q1 2019, an estimated $1.7M.
  • Summit X LLC first reported a position in iShares US Financials ETF in Q2 2017 and held it in 7 quarters.
  • Summit X LLC's iShares US Financials ETF position peaked at $2.92M in Q1 2018.
  • 229 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2019.

Based on Summit X LLC's 13F filing for Q1 2019, filed 13 May 2019.