SYM Financial Corp’s iShares Global 100 ETF IOO Stock Holding History

SYM Financial Corp’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-212	Closed	-$10K	–	84
2018 Q2	$10K	Sell	212 -212	-50%	-$9.87K	0.01%	63
2018 Q1	$19K	Hold	424	–	–	0.01%	52
2017 Q4	$20K	Buy	+424	New	+$19.4K	0.01%	62

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SYM Financial Corp's IOO Position: Q3 2018 in Review

SYM Financial Corp sold out of iShares Global 100 ETF (IOO) in Q3 2018, closing a stake of 212 shares — an estimated $10K sold.

SYM Financial Corp first reported a position in IOO in Q4 2017 and held it in 3 quarters. The position peaked at $20K in Q4 2017. 125 funds tracked by Wall St. Rank hold IOO as of Q3 2018.

SYM Financial Corp reported no remaining iShares Global 100 ETF position as of Q3 2018 after selling out during the quarter.
SYM Financial Corp sold 212 iShares Global 100 ETF shares in Q3 2018, an estimated $10K.
SYM Financial Corp first reported a position in iShares Global 100 ETF in Q4 2017 and held it in 3 quarters.
SYM Financial Corp's iShares Global 100 ETF position peaked at $20K in Q4 2017.
125 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2018.

Based on SYM Financial Corp's 13F filing for Q3 2018, filed 14 Nov 2018.