CWM
IYJ icon

Cabot Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Cabot Wealth 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
2014
Q1 		– Sell
-14,596
Closed -$740K – 151
2013
Q4 		$740K Sell
14,596
-34
-0.2% -$1.62K 0.19% 118
2013
Q3 		$662K Sell
14,630
-892
-6% -$39.3K 0.2% 118
2013
Q2 		$644K Buy
+15,522
New +$642K 0.22% 129

Other funds holding IYJ

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cabot Wealth Management's IYJ Position: Q1 2014 in Review

Cabot Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q1 2014, closing a stake of 14,596 shares — an estimated $740K sold.

Cabot Wealth Management first reported a position in IYJ in Q2 2013 and held it in 3 quarters. The position peaked at $740K in Q4 2013. 106 funds tracked by Wall St. Rank hold IYJ as of Q1 2014.

  • Cabot Wealth Management reported no remaining iShares US Industrials ETF position as of Q1 2014 after selling out during the quarter.
  • Cabot Wealth Management sold 14,596 iShares US Industrials ETF shares in Q1 2014, an estimated $740K.
  • Cabot Wealth Management first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 3 quarters.
  • Cabot Wealth Management's iShares US Industrials ETF position peaked at $740K in Q4 2013.
  • 106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2014.

Based on Cabot Wealth Management's 13F filing for Q1 2014, filed 14 Apr 2014.