Advantage Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

Advantage Investment Management’s Portfolio IYJ Stock Details IYJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-116	Closed	-$9K	–	1031
2018 Q3	$9K	Sell	116 -282	-71%	-$21.4K	0.01%	729
2018 Q2	$29K	Sell	398 -8,546	-96%	-$625K	0.02%	470
2018 Q1	$649K	Sell	8,944 -41,776	-82%	-$3.14M	0.25%	88
2017 Q4	$3.74M	Buy	50,720 +50,430	+17,390%	+$3.6M	1.16%	23
2017 Q3	$20K	Sell	290 -5,680	-95%	-$380K	0.01%	545
2017 Q2	$393K	Sell	5,970 -23,018	-79%	-$1.49M	0.14%	113
2017 Q1	$1.82M	Sell	28,988 -17,200	-37%	-$1.07M	0.72%	33
2016 Q4	$2.79M	Sell	46,188 -16,622	-26%	-$973K	1.03%	27
2016 Q3	$3.59M	Buy	62,810 +9,454	+18%	+$537K	1.31%	21
2016 Q2	$2.93M	Buy	+53,356	New	+$2.9M	1.38%	19
2015 Q3	–	Sell	-7,510	Closed	-$396K	–	863
2015 Q2	$396K	Sell	7,510 -65,434	-90%	-$3.55M	0.19%	99
2015 Q1	$3.93M	Buy	72,944 +72,844	+72,844%	+$3.9M	2.23%	8
2014 Q4	$5K	Buy	+100	New	+$5.2K	﹤0.01%	619

Other funds holding IYJ

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Advantage Investment Management's IYJ Position: Q4 2018 in Review

Advantage Investment Management sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 116 shares — an estimated $9K sold.

Advantage Investment Management first reported a position in IYJ in Q4 2014 and held it in 13 quarters. The position peaked at $3.93M in Q1 2015. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

Advantage Investment Management reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
Advantage Investment Management sold 116 iShares US Industrials ETF shares in Q4 2018, an estimated $9K.
Advantage Investment Management first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 13 quarters.
Advantage Investment Management's iShares US Industrials ETF position peaked at $3.93M in Q1 2015.
153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Advantage Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.