Tarbox Family Office’s iShares US Financials ETF IYF Stock Holding History

Tarbox Family Office’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
2014 Q1	–	Sell	-370	Closed	-$15K	–	521
2013 Q4	$15K	Buy	+370	New	+$14.3K	0.01%	230

Other funds holding IYF

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Tarbox Family Office's IYF Position: Q1 2014 in Review

Tarbox Family Office sold out of iShares US Financials ETF (IYF) in Q1 2014, closing a stake of 370 shares — an estimated $15K sold.

Tarbox Family Office first reported a position in IYF in Q4 2013 and held it in 1 quarter. The position peaked at $15K in Q4 2013. 127 funds tracked by Wall St. Rank hold IYF as of Q1 2014.

Tarbox Family Office reported no remaining iShares US Financials ETF position as of Q1 2014 after selling out during the quarter.
Tarbox Family Office sold 370 iShares US Financials ETF shares in Q1 2014, an estimated $15K.
Tarbox Family Office first reported a position in iShares US Financials ETF in Q4 2013 and held it in 1 quarter.
Tarbox Family Office's iShares US Financials ETF position peaked at $15K in Q4 2013.
127 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2014.

Based on Tarbox Family Office's 13F filing for Q1 2014, filed 1 May 2014.