Ashburton (Jersey)’s iShares US Industrials ETF IYJ Stock Holding History

Ashburton (Jersey)’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
2019 Q2	–	Sell	-1,160	Closed	-$88K	–	109
2019 Q1	$88K	Hold	1,160	–	–	0.04%	34
2018 Q4	$75K	Hold	1,160	–	–	0.04%	48
2018 Q3	$91K	Hold	1,160	–	–	0.04%	58
2018 Q2	$83K	Buy	+1,160	New	+$84.8K	0.04%	56

Other funds holding IYJ

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RJA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

FWCM

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

Ashburton (Jersey)'s IYJ Position: Q2 2019 in Review

Ashburton (Jersey) sold out of iShares US Industrials ETF (IYJ) in Q2 2019, closing a stake of 1,160 shares — an estimated $88K sold.

Ashburton (Jersey) first reported a position in IYJ in Q2 2018 and held it in 4 quarters. The position peaked at $91K in Q3 2018. 162 funds tracked by Wall St. Rank hold IYJ as of Q2 2019.

Ashburton (Jersey) reported no remaining iShares US Industrials ETF position as of Q2 2019 after selling out during the quarter.
Ashburton (Jersey) sold 1,160 iShares US Industrials ETF shares in Q2 2019, an estimated $88K.
Ashburton (Jersey) first reported a position in iShares US Industrials ETF in Q2 2018 and held it in 4 quarters.
Ashburton (Jersey)'s iShares US Industrials ETF position peaked at $91K in Q3 2018.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2019.

Based on Ashburton (Jersey)'s 13F filing for Q2 2019, filed 26 Jul 2019.