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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $92.2B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return