Atherton Lane Advisers’s iShares US Industrials ETF IYJ Stock Holding History

Atherton Lane Advisers’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
2015 Q4	$213K	Buy	+4,146	New	+$216K	0.01%	214
2015 Q3	–	Sell	-4,142	Closed	-$218K	–	232
2015 Q2	$218K	Sell	4,142 -2,086	-33%	-$113K	0.01%	219
2015 Q1	$336K	Sell	6,228 -11,454	-65%	-$614K	0.02%	196
2014 Q4	$942K	Sell	17,682 -346	-2%	-$18K	0.05%	123
2014 Q3	$912K	Buy	18,028 +804	+5%	+$41.3K	0.05%	126
2014 Q2	$892K	Buy	+17,224	New	+$878K	0.05%	120

Other funds holding IYJ

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

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

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Atherton Lane Advisers's IYJ Position: Q4 2015 in Review

Atherton Lane Advisers opened a new position in iShares US Industrials ETF (IYJ) in Q4 2015: 4,146 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Atherton Lane Advisers previously reported a position in IYJ as recently as Q2 2015.

Atherton Lane Advisers first reported a position in IYJ in Q2 2014 and has held it in 6 quarters since. The position peaked at $942K in Q4 2014. 101 funds tracked by Wall St. Rank hold IYJ as of Q4 2015.

Atherton Lane Advisers held 4,146 shares of iShares US Industrials ETF worth $213K as of Q4 2015.
iShares US Industrials ETF was a new Atherton Lane Advisers position in Q4 2015.
iShares US Industrials ETF made up 0.01% of Atherton Lane Advisers's portfolio in Q4 2015, its #214 holding.
Atherton Lane Advisers first reported a position in iShares US Industrials ETF in Q2 2014 and has held it in 6 quarters since.
Atherton Lane Advisers's iShares US Industrials ETF position peaked at $942K in Q4 2014.
101 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2015.

Based on Atherton Lane Advisers's 13F filing for Q4 2015, filed 16 Feb 2016.