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Berman Capital Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Berman Capital Advisors’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
2019
Q1 		– Sell
-430
Closed -$27K – 1397
2018
Q4 		$27K Buy
+430
New +$30.2K 0.01% 327

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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 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 $8.38B AUM 25.07% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return

Berman Capital Advisors's IYJ Position: Q1 2019 in Review

Berman Capital Advisors sold out of iShares US Industrials ETF (IYJ) in Q1 2019, closing a stake of 430 shares — an estimated $27K sold.

Berman Capital Advisors first reported a position in IYJ in Q4 2018 and held it in 1 quarter. The position peaked at $27K in Q4 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2019.

  • Berman Capital Advisors reported no remaining iShares US Industrials ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 430 iShares US Industrials ETF shares in Q1 2019, an estimated $27K.
  • Berman Capital Advisors first reported a position in iShares US Industrials ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's iShares US Industrials ETF position peaked at $27K in Q4 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.