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TCI Wealth Advisors’s iShares US Financials ETF IYF Stock Holding History

TCI Wealth Advisors’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
2017
Q1 		– Sell
-700
Closed -$36K – 1337
2016
Q4 		$36K Buy
+700
New +$33.4K 0.02% 379

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCI Wealth Advisors's IYF Position: Q1 2017 in Review

TCI Wealth Advisors sold out of iShares US Financials ETF (IYF) in Q1 2017, closing a stake of 700 shares — an estimated $36K sold.

TCI Wealth Advisors first reported a position in IYF in Q4 2016 and held it in 1 quarter. The position peaked at $36K in Q4 2016. 195 funds tracked by Wall St. Rank hold IYF as of Q1 2017.

  • TCI Wealth Advisors reported no remaining iShares US Financials ETF position as of Q1 2017 after selling out during the quarter.
  • TCI Wealth Advisors sold 700 iShares US Financials ETF shares in Q1 2017, an estimated $36K.
  • TCI Wealth Advisors first reported a position in iShares US Financials ETF in Q4 2016 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares US Financials ETF position peaked at $36K in Q4 2016.
  • 195 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2017.

Based on TCI Wealth Advisors's 13F filing for Q1 2017, filed 4 May 2017.