Weil Company’s iShares US Financials ETF IYF Stock Holding History

Weil Company’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
2019 Q4	–	Sell	-180	Closed	-$12K	–	218
2019 Q3	$12K	Buy	+180	New	+$11.4K	0.01%	272

Other funds holding IYF

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Weil Company's IYF Position: Q4 2019 in Review

Weil Company sold out of iShares US Financials ETF (IYF) in Q4 2019, closing a stake of 180 shares — an estimated $12K sold.

Weil Company first reported a position in IYF in Q3 2019 and held it in 1 quarter. The position peaked at $12K in Q3 2019. 279 funds tracked by Wall St. Rank hold IYF as of Q4 2019.

Weil Company reported no remaining iShares US Financials ETF position as of Q4 2019 after selling out during the quarter.
Weil Company sold 180 iShares US Financials ETF shares in Q4 2019, an estimated $12K.
Weil Company first reported a position in iShares US Financials ETF in Q3 2019 and held it in 1 quarter.
Weil Company's iShares US Financials ETF position peaked at $12K in Q3 2019.
279 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2019.

Based on Weil Company's 13F filing for Q4 2019, filed 13 Feb 2020.