Winifred I. Li’s iShares US Financials ETF IYF Stock Holding History

Winifred I. Li’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
2014 Q2	–	Sell	-1,040	Closed	-$43K	–	387
2014 Q1	$43K	Hold	1,040	–	–	0.04%	301
2013 Q4	$42K	Hold	1,040	–	–	0.04%	297
2013 Q3	$38K	Hold	1,040	–	–	0.04%	301
2013 Q2	$37K	Buy	+1,040	New	+$36.7K	0.03%	301

Other funds holding IYF

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Winifred I. Li's IYF Position: Q2 2014 in Review

Winifred I. Li sold out of iShares US Financials ETF (IYF) in Q2 2014, closing a stake of 1,040 shares — an estimated $43K sold.

Winifred I. Li first reported a position in IYF in Q2 2013 and held it in 4 quarters. The position peaked at $43K in Q1 2014. 130 funds tracked by Wall St. Rank hold IYF as of Q2 2014.

Winifred I. Li reported no remaining iShares US Financials ETF position as of Q2 2014 after selling out during the quarter.
Winifred I. Li sold 1,040 iShares US Financials ETF shares in Q2 2014, an estimated $43K.
Winifred I. Li first reported a position in iShares US Financials ETF in Q2 2013 and held it in 4 quarters.
Winifred I. Li's iShares US Financials ETF position peaked at $43K in Q1 2014.
130 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2014.

Based on Winifred I. Li's 13F filing for Q2 2014, filed 11 Sep 2014.