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Torch Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Torch Wealth Management’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
Q3 		– Sell
-600
Closed -$25K – 174
2014
Q2 		$25K Hold
600
– – 0.02% 198
2014
Q1 		$25K Hold
600
– – 0.02% 204
2013
Q4 		$24K Buy
+600
New +$23.1K 0.02% 182

Other funds holding IYF

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Torch Wealth Management's IYF Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares US Financials ETF (IYF) in Q3 2014, closing a stake of 600 shares — an estimated $25K sold.

Torch Wealth Management first reported a position in IYF in Q4 2013 and held it in 3 quarters. The position peaked at $25K in Q2 2014. 131 funds tracked by Wall St. Rank hold IYF as of Q3 2014.

  • Torch Wealth Management reported no remaining iShares US Financials ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 600 iShares US Financials ETF shares in Q3 2014, an estimated $25K.
  • Torch Wealth Management first reported a position in iShares US Financials ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's iShares US Financials ETF position peaked at $25K in Q2 2014.
  • 131 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.