Berman Capital Advisors’s iShares US Technology ETF IYW Stock Holding History

Berman Capital Advisors’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
2019 Q3	–	Sell	-2,256	Closed	-$111K	–	1506
2019 Q2	$111K	Buy	2,256 +8	+0.4%	+$391	0.04%	198
2019 Q1	$107K	Buy	2,248 +4	+0.2%	+$178	0.04%	188
2018 Q4	$89K	Buy	+2,244	New	+$97.2K	0.03%	190

Other funds holding IYW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Berman Capital Advisors's IYW Position: Q3 2019 in Review

Berman Capital Advisors sold out of iShares US Technology ETF (IYW) in Q3 2019, closing a stake of 2,256 shares — an estimated $111K sold.

Berman Capital Advisors first reported a position in IYW in Q4 2018 and held it in 3 quarters. The position peaked at $111K in Q2 2019. 374 funds tracked by Wall St. Rank hold IYW as of Q3 2019.

Berman Capital Advisors reported no remaining iShares US Technology ETF position as of Q3 2019 after selling out during the quarter.
Berman Capital Advisors sold 2,256 iShares US Technology ETF shares in Q3 2019, an estimated $111K.
Berman Capital Advisors first reported a position in iShares US Technology ETF in Q4 2018 and held it in 3 quarters.
Berman Capital Advisors's iShares US Technology ETF position peaked at $111K in Q2 2019.
374 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.