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Summit X LLC’s iShares US Financial Services ETF IYG Stock Holding History

Summit X LLC’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
2020
Q4 		– Sell
-37,119
Closed -$83.5K – 344
2020
Q3 		$83.5K Buy
37,119
+261
+0.7% +$10.8K 1.37% 15
2020
Q2 		$1.47M Buy
+36,858
New +$1.42M 0.54% 52

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit X LLC's IYG Position: Q4 2020 in Review

Summit X LLC sold out of iShares US Financial Services ETF (IYG) in Q4 2020, closing a stake of 37,119 shares — an estimated $83.5K sold.

Summit X LLC first reported a position in IYG in Q2 2020 and held it in 2 quarters. The position peaked at $1.47M in Q2 2020. 205 funds tracked by Wall St. Rank hold IYG as of Q4 2020.

  • Summit X LLC reported no remaining iShares US Financial Services ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 37,119 iShares US Financial Services ETF shares in Q4 2020, an estimated $83.5K.
  • Summit X LLC first reported a position in iShares US Financial Services ETF in Q2 2020 and held it in 2 quarters.
  • Summit X LLC's iShares US Financial Services ETF position peaked at $1.47M in Q2 2020.
  • 205 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.