Vantage Investment Advisors’s iShares US Financials ETF IYF Stock Holding History

Vantage Investment 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
2018 Q3	$12K	Hold	190	–	–	﹤0.01%	505
2018 Q2	$11K	Hold	190	–	–	﹤0.01%	520
2018 Q1	$11K	Hold	190	–	–	﹤0.01%	537
2017 Q4	$11K	Hold	190	–	–	﹤0.01%	561
2017 Q3	$11K	Hold	190	–	–	﹤0.01%	544
2017 Q2	$10K	Buy	+190	New	+$9.93K	﹤0.01%	543
2016 Q3	–	Sell	-928	Closed	-$40K	–	806
2016 Q2	$40K	Hold	928	–	–	0.02%	292
2016 Q1	$39K	Hold	928	–	–	0.02%	279
2015 Q4	$41K	Buy	928 +88	+10%	+$3.92K	0.02%	271
2015 Q3	$35K	Hold	840	–	–	0.02%	269
2015 Q2	$38K	Sell	840 -850	-50%	-$38.5K	0.02%	272
2015 Q1	$75K	Buy	1,690 +760	+82%	+$33.8K	0.02%	277
2014 Q4	$42K	Hold	930	–	–	0.02%	257
2014 Q3	$39K	Hold	930	–	–	0.02%	254
2014 Q2	$39K	Hold	930	–	–	0.02%	266
2014 Q1	$38K	Hold	930	–	–	0.03%	248
2013 Q4	$37K	Buy	+930	New	+$35.8K	0.03%	239

Other funds holding IYF

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Vantage Investment Advisors's IYF Position: Q3 2018 in Review

Vantage Investment Advisors held its iShares US Financials ETF (IYF) position steady in Q3 2018 at 190 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Vantage Investment Advisors first reported a position in IYF in Q4 2013 and has held it in 17 quarters since. The position peaked at $75K in Q1 2015. 220 funds tracked by Wall St. Rank hold IYF as of Q3 2018.

Vantage Investment Advisors held 190 shares of iShares US Financials ETF worth $12K as of Q3 2018.
Vantage Investment Advisors left its iShares US Financials ETF share count unchanged in Q3 2018.
iShares US Financials ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #505 holding.
Vantage Investment Advisors first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 17 quarters since.
Vantage Investment Advisors's iShares US Financials ETF position peaked at $75K in Q1 2015.
220 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.