Veritable’s iShares US Financial Services ETF IYG Stock Holding History

Veritable’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-690	Closed	-$19K	–	964
2013 Q4	$19K	Buy	+690	New	+$18.1K	﹤0.01%	951

Other funds holding IYG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPSAC

Chas P. Smith & Associates (CPS) Lakeland, Florida $1.84B AUM 13.62% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Veritable's IYG Position: Q1 2014 in Review

Veritable sold out of iShares US Financial Services ETF (IYG) in Q1 2014, closing a stake of 690 shares — an estimated $19K sold.

Veritable first reported a position in IYG in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2014.

Veritable reported no remaining iShares US Financial Services ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 690 iShares US Financial Services ETF shares in Q1 2014, an estimated $19K.
Veritable first reported a position in iShares US Financial Services ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares US Financial Services ETF position peaked at $19K in Q4 2013.
72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.