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Winslow Evans & Crocker’s iShares US Financial Services ETF IYG Stock Holding History

Winslow Evans & Crocker’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
2016
Q1 		– Sell
-774
Closed -$23.1K – 1318
2015
Q4 		$23.1K Hold
774
– – 0.01% 712
2015
Q3 		$22K Buy
+774
New +$23.7K 0.01% 697

Other funds holding IYG

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's IYG Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of iShares US Financial Services ETF (IYG) in Q1 2016, closing a stake of 774 shares — an estimated $23.1K sold.

Winslow Evans & Crocker first reported a position in IYG in Q3 2015 and held it in 2 quarters. The position peaked at $23.1K in Q4 2015. 72 funds tracked by Wall St. Rank hold IYG as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining iShares US Financial Services ETF position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 774 iShares US Financial Services ETF shares in Q1 2016, an estimated $23.1K.
  • Winslow Evans & Crocker first reported a position in iShares US Financial Services ETF in Q3 2015 and held it in 2 quarters.
  • Winslow Evans & Crocker's iShares US Financial Services ETF position peaked at $23.1K in Q4 2015.
  • 72 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.