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Tri-Star Advisors’s iShares US Financials ETF IYF Stock Holding History

Tri-Star 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
2020
Q3 		– Sell
-26,826
Closed -$1.51M – 53
2020
Q2 		$1.51M Buy
+26,826
New +$1.43M 0.99% 27

Other funds holding IYF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tri-Star Advisors's IYF Position: Q3 2020 in Review

Tri-Star Advisors sold out of iShares US Financials ETF (IYF) in Q3 2020, closing a stake of 26,826 shares — an estimated $1.51M sold.

Tri-Star Advisors first reported a position in IYF in Q2 2020 and held it in 1 quarter. The position peaked at $1.51M in Q2 2020. 222 funds tracked by Wall St. Rank hold IYF as of Q3 2020.

  • Tri-Star Advisors reported no remaining iShares US Financials ETF position as of Q3 2020 after selling out during the quarter.
  • Tri-Star Advisors sold 26,826 iShares US Financials ETF shares in Q3 2020, an estimated $1.51M.
  • Tri-Star Advisors first reported a position in iShares US Financials ETF in Q2 2020 and held it in 1 quarter.
  • Tri-Star Advisors's iShares US Financials ETF position peaked at $1.51M in Q2 2020.
  • 222 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2020.

Based on Tri-Star Advisors's 13F filing for Q3 2020, filed 15 Oct 2020.