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Antonetti Capital Management’s iShares US Technology ETF IYW Stock Holding History

Antonetti Capital Management’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
2014
Q3 		$1.61M Sell
63,752
-46,140
-42% -$1.15M 2.81% 12
2014
Q2 		$2.66M Buy
109,892
+15,676
+17% +$362K 2.08% 20
2014
Q1 		$2.15M Buy
+94,216
New +$2.1M 1.87% 21

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Antonetti Capital Management's IYW Position: Q3 2014 in Review

Antonetti Capital Management reduced its iShares US Technology ETF (IYW) stake by 42% in Q3 2014, selling an estimated $1.15M and leaving 63,752 shares worth $1.61M. The position accounts for 2.81% of the portfolio, ranked #12.

Antonetti Capital Management first reported a position in IYW in Q1 2014 and has held it in 3 quarters since. The position peaked at $2.66M in Q2 2014. 212 funds tracked by Wall St. Rank hold IYW as of Q3 2014.

  • Antonetti Capital Management held 63,752 shares of iShares US Technology ETF worth $1.61M as of Q3 2014.
  • Antonetti Capital Management sold 46,140 iShares US Technology ETF shares in Q3 2014, an estimated $1.15M.
  • iShares US Technology ETF made up 2.81% of Antonetti Capital Management's portfolio in Q3 2014, its #12 holding.
  • Antonetti Capital Management first reported a position in iShares US Technology ETF in Q1 2014 and has held it in 3 quarters since.
  • Antonetti Capital Management's iShares US Technology ETF position peaked at $2.66M in Q2 2014.
  • 212 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2014.

Based on Antonetti Capital Management's 13F filing for Q3 2014, filed 13 Nov 2014.