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Barometer Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Barometer Capital Management’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
2020
Q1 		– Sell
-28,900
Closed -$2.42M – 121
2019
Q4 		$2.42M Sell
28,900
-4,500
-13% -$367K 0.38% 61
2019
Q3 		$2.65M Sell
33,400
-20,200
-38% -$1.59M 0.29% 80
2019
Q2 		$4.24M Buy
53,600
+20,800
+63% +$1.61M 0.55% 56
2019
Q1 		$2.49M Buy
32,800
+16,400
+100% +$1.19M 0.28% 103
2018
Q4 		$1.05M Sell
16,400
-74,800
-82% -$5.25M 0.21% 77
2018
Q3 		$7.12M Buy
91,200
+63,780
+233% +$4.85M 0.55% 65
2018
Q2 		$1.97M Sell
27,420
-6,400
-19% -$468K 0.16% 117
2018
Q1 		$2.45M Sell
33,820
-25,800
-43% -$1.94M 0.21% 101
2017
Q4 		$4.39M Sell
59,620
-5,380
-8% -$384K 0.4% 88
2017
Q3 		$4.5M Buy
65,000
+2,800
+5% +$187K 0.44% 71
2017
Q2 		$4.09M Buy
62,200
+29,800
+92% +$1.92M 0.42% 73
2017
Q1 		$2.04M Sell
32,400
-10,000
-24% -$625K 0.18% 87
2016
Q4 		$2.56M Buy
42,400
+19,600
+86% +$1.15M 0.29% 81
2016
Q3 		$1.3M Sell
22,800
-2,800
-11% -$159K 0.15% 96
2016
Q2 		$1.41M Buy
+25,600
New +$1.39M 0.14% 93
2014
Q1 		– Sell
-27,600
Closed -$1.4M – 117
2013
Q4 		$1.4M Buy
+27,600
New +$1.32M 0.35% 44

Other funds holding IYJ

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Barometer Capital Management's IYJ Position: Q1 2020 in Review

Barometer Capital Management sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 28,900 shares — an estimated $2.42M sold.

Barometer Capital Management first reported a position in IYJ in Q4 2013 and held it in 16 quarters. The position peaked at $7.12M in Q3 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

  • Barometer Capital Management reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
  • Barometer Capital Management sold 28,900 iShares US Industrials ETF shares in Q1 2020, an estimated $2.42M.
  • Barometer Capital Management first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 16 quarters.
  • Barometer Capital Management's iShares US Industrials ETF position peaked at $7.12M in Q3 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Barometer Capital Management's 13F filing for Q1 2020, filed 13 May 2020.