Alexandria Capital’s iShares US Technology ETF IYW Stock Holding History

Alexandria Capital’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,000	Closed	-$149K	–	605
2016 Q3	$149K	Hold	5,000	–	–	0.03%	162
2016 Q2	$132K	Hold	5,000	–	–	0.02%	168
2016 Q1	$136K	Sell	5,000 -1,488	-23%	-$37.6K	0.02%	172
2015 Q4	$174K	Hold	6,488	–	–	0.04%	152
2015 Q3	$160K	Hold	6,488	–	–	0.04%	154
2015 Q2	$170K	Hold	6,488	–	–	0.04%	150
2015 Q1	$170K	Buy	+6,488	New	+$171K	0.06%	111

Other funds holding IYW

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

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Alexandria Capital's IYW Position: Q4 2016 in Review

Alexandria Capital sold out of iShares US Technology ETF (IYW) in Q4 2016, closing a stake of 5,000 shares — an estimated $149K sold.

Alexandria Capital first reported a position in IYW in Q1 2015 and held it in 7 quarters. The position peaked at $174K in Q4 2015. 248 funds tracked by Wall St. Rank hold IYW as of Q4 2016.

Alexandria Capital reported no remaining iShares US Technology ETF position as of Q4 2016 after selling out during the quarter.
Alexandria Capital sold 5,000 iShares US Technology ETF shares in Q4 2016, an estimated $149K.
Alexandria Capital first reported a position in iShares US Technology ETF in Q1 2015 and held it in 7 quarters.
Alexandria Capital's iShares US Technology ETF position peaked at $174K in Q4 2015.
248 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2016.

Based on Alexandria Capital's 13F filing for Q4 2016, filed 3 Feb 2017.