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Bank of the West’s iShares US Technology ETF IYW Stock Holding History

Bank of the West’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
Q1 		– Sell
-21,080
Closed -$466K – 247
2013
Q4 		$466K Buy
+21,080
New +$439K 0.07% 180

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of the West's IYW Position: Q1 2014 in Review

Bank of the West sold out of iShares US Technology ETF (IYW) in Q1 2014, closing a stake of 21,080 shares — an estimated $466K sold.

Bank of the West first reported a position in IYW in Q4 2013 and held it in 1 quarter. The position peaked at $466K in Q4 2013. 194 funds tracked by Wall St. Rank hold IYW as of Q1 2014.

  • Bank of the West reported no remaining iShares US Technology ETF position as of Q1 2014 after selling out during the quarter.
  • Bank of the West sold 21,080 iShares US Technology ETF shares in Q1 2014, an estimated $466K.
  • Bank of the West first reported a position in iShares US Technology ETF in Q4 2013 and held it in 1 quarter.
  • Bank of the West's iShares US Technology ETF position peaked at $466K in Q4 2013.
  • 194 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2014.

Based on Bank of the West's 13F filing for Q1 2014, filed 13 May 2014.