Butensky & Cohen Financial Security’s iShares US Industrials ETF IYJ Stock Holding History

Butensky & Cohen Financial Security’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
2016 Q2	–	Sell	-480	Closed	-$26K	–	125
2016 Q1	$26K	Hold	480	–	–	0.03%	86
2015 Q4	$25K	Buy	480 +20	+4%	+$1.04K	0.02%	89
2015 Q3	$22K	Hold	460	–	–	0.02%	90
2015 Q2	$24K	Buy	460 +30	+7%	+$1.63K	0.02%	89
2015 Q1	$23K	Hold	430	–	–	0.02%	90
2014 Q4	$23K	Buy	+430	New	+$22.3K	0.02%	88

Other funds holding IYJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Butensky & Cohen Financial Security's IYJ Position: Q2 2016 in Review

Butensky & Cohen Financial Security sold out of iShares US Industrials ETF (IYJ) in Q2 2016, closing a stake of 480 shares — an estimated $26K sold.

Butensky & Cohen Financial Security first reported a position in IYJ in Q4 2014 and held it in 6 quarters. The position peaked at $26K in Q1 2016. 106 funds tracked by Wall St. Rank hold IYJ as of Q2 2016.

Butensky & Cohen Financial Security reported no remaining iShares US Industrials ETF position as of Q2 2016 after selling out during the quarter.
Butensky & Cohen Financial Security sold 480 iShares US Industrials ETF shares in Q2 2016, an estimated $26K.
Butensky & Cohen Financial Security first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares US Industrials ETF position peaked at $26K in Q1 2016.
106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2016, filed 25 Jul 2016.