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BHF Kleinwort Benson Group’s iShares US Technology ETF IYW Stock Holding History

BHF Kleinwort Benson Group’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
2015
Q1 		– Sell
-2,528
Closed -$66K – 433
2014
Q4 		$66K Hold
2,528
– – ﹤0.01% 383
2014
Q3 		$64K Hold
2,528
– – ﹤0.01% 462
2014
Q2 		$61K Hold
2,528
– – ﹤0.01% 470
2014
Q1 		$58K Buy
2,528
+1,520
+151% +$33.9K ﹤0.01% 490
2013
Q4 		$22K Hold
1,008
– – ﹤0.01% 269
2013
Q3 		$20K Hold
1,008
– – ﹤0.01% 267
2013
Q2 		$18K Buy
+1,008
New +$18.7K ﹤0.01% 257

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BHF Kleinwort Benson Group's IYW Position: Q1 2015 in Review

BHF Kleinwort Benson Group sold out of iShares US Technology ETF (IYW) in Q1 2015, closing a stake of 2,528 shares — an estimated $66K sold.

BHF Kleinwort Benson Group first reported a position in IYW in Q2 2013 and held it in 7 quarters. The position peaked at $66K in Q4 2014. 236 funds tracked by Wall St. Rank hold IYW as of Q1 2015.

  • BHF Kleinwort Benson Group reported no remaining iShares US Technology ETF position as of Q1 2015 after selling out during the quarter.
  • BHF Kleinwort Benson Group sold 2,528 iShares US Technology ETF shares in Q1 2015, an estimated $66K.
  • BHF Kleinwort Benson Group first reported a position in iShares US Technology ETF in Q2 2013 and held it in 7 quarters.
  • BHF Kleinwort Benson Group's iShares US Technology ETF position peaked at $66K in Q4 2014.
  • 236 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2015.

Based on BHF Kleinwort Benson Group's 13F filing for Q1 2015, filed 12 May 2015.