Whitney & Co’s iShares US Financial Services ETF IYG Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-36	Closed	-$2K	–	274
2018 Q3	$2K	Hold	36	–	–	﹤0.01%	459
2018 Q2	$2K	Hold	36	–	–	﹤0.01%	300
2018 Q1	$2K	Buy	+36	New	+$1.64K	﹤0.01%	292

Other funds holding IYG

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Whitney & Co's IYG Position: Q4 2018 in Review

Whitney & Co sold out of iShares US Financial Services ETF (IYG) in Q4 2018, closing a stake of 36 shares — an estimated $2K sold.

Whitney & Co first reported a position in IYG in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 148 funds tracked by Wall St. Rank hold IYG as of Q4 2018.

Whitney & Co reported no remaining iShares US Financial Services ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 36 iShares US Financial Services ETF shares in Q4 2018, an estimated $2K.
Whitney & Co first reported a position in iShares US Financial Services ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's iShares US Financial Services ETF position peaked at $2K in Q3 2018.
148 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.