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West Coast Financial’s iShares US Financials ETF IYF Stock Holding History

West Coast Financial’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
2016
Q3 		– Sell
-5,356
Closed -$230K – 139
2016
Q2 		$230K Buy
+5,356
New +$232K 0.08% 99

Other funds holding IYF

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Coast Financial's IYF Position: Q3 2016 in Review

West Coast Financial sold out of iShares US Financials ETF (IYF) in Q3 2016, closing a stake of 5,356 shares — an estimated $230K sold.

West Coast Financial first reported a position in IYF in Q2 2016 and held it in 1 quarter. The position peaked at $230K in Q2 2016. 164 funds tracked by Wall St. Rank hold IYF as of Q3 2016.

  • West Coast Financial reported no remaining iShares US Financials ETF position as of Q3 2016 after selling out during the quarter.
  • West Coast Financial sold 5,356 iShares US Financials ETF shares in Q3 2016, an estimated $230K.
  • West Coast Financial first reported a position in iShares US Financials ETF in Q2 2016 and held it in 1 quarter.
  • West Coast Financial's iShares US Financials ETF position peaked at $230K in Q2 2016.
  • 164 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q3 2016.

Based on West Coast Financial's 13F filing for Q3 2016, filed 24 Oct 2016.