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Atwood & Palmer’s iShares US Industrials ETF IYJ Stock Holding History

Atwood & Palmer’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
2014
Q4 		– Sell
-228
Closed -$12K – 397
2014
Q3 		$12K Hold
228
– – ﹤0.01% 291
2014
Q2 		$12K Buy
+228
New +$11.6K ﹤0.01% 259

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atwood & Palmer's IYJ Position: Q4 2014 in Review

Atwood & Palmer sold out of iShares US Industrials ETF (IYJ) in Q4 2014, closing a stake of 228 shares — an estimated $12K sold.

Atwood & Palmer first reported a position in IYJ in Q2 2014 and held it in 2 quarters. The position peaked at $12K in Q3 2014. 108 funds tracked by Wall St. Rank hold IYJ as of Q4 2014.

  • Atwood & Palmer reported no remaining iShares US Industrials ETF position as of Q4 2014 after selling out during the quarter.
  • Atwood & Palmer sold 228 iShares US Industrials ETF shares in Q4 2014, an estimated $12K.
  • Atwood & Palmer first reported a position in iShares US Industrials ETF in Q2 2014 and held it in 2 quarters.
  • Atwood & Palmer's iShares US Industrials ETF position peaked at $12K in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2014.

Based on Atwood & Palmer's 13F filing for Q4 2014, filed 17 Feb 2015.