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Verity Asset Management’s iShares US Financials ETF IYF Stock Holding History

Verity Asset 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
2017
Q2 		– Sell
-3,860
Closed -$201K – 133
2017
Q1 		$201K Buy
+3,860
New +$201K 0.17% 111

Other funds holding IYF

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Verity Asset Management's IYF Position: Q2 2017 in Review

Verity Asset Management sold out of iShares US Financials ETF (IYF) in Q2 2017, closing a stake of 3,860 shares — an estimated $201K sold.

Verity Asset Management first reported a position in IYF in Q1 2017 and held it in 1 quarter. The position peaked at $201K in Q1 2017. 190 funds tracked by Wall St. Rank hold IYF as of Q2 2017.

  • Verity Asset Management reported no remaining iShares US Financials ETF position as of Q2 2017 after selling out during the quarter.
  • Verity Asset Management sold 3,860 iShares US Financials ETF shares in Q2 2017, an estimated $201K.
  • Verity Asset Management first reported a position in iShares US Financials ETF in Q1 2017 and held it in 1 quarter.
  • Verity Asset Management's iShares US Financials ETF position peaked at $201K in Q1 2017.
  • 190 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2017.

Based on Verity Asset Management's 13F filing for Q2 2017, filed 11 Aug 2017.