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CapWealth Advisors’s iShares US Technology ETF IYW Stock Holding History

CapWealth 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
2016
Q2 		– Sell
-1,976
Closed -$54K – 299
2016
Q1 		$54K Buy
+1,976
New +$49.9K 0.01% 130

Other funds holding IYW

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CapWealth Advisors's IYW Position: Q2 2016 in Review

CapWealth Advisors sold out of iShares US Technology ETF (IYW) in Q2 2016, closing a stake of 1,976 shares — an estimated $54K sold.

CapWealth Advisors first reported a position in IYW in Q1 2016 and held it in 1 quarter. The position peaked at $54K in Q1 2016. 206 funds tracked by Wall St. Rank hold IYW as of Q2 2016.

  • CapWealth Advisors reported no remaining iShares US Technology ETF position as of Q2 2016 after selling out during the quarter.
  • CapWealth Advisors sold 1,976 iShares US Technology ETF shares in Q2 2016, an estimated $54K.
  • CapWealth Advisors first reported a position in iShares US Technology ETF in Q1 2016 and held it in 1 quarter.
  • CapWealth Advisors's iShares US Technology ETF position peaked at $54K in Q1 2016.
  • 206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2016.

Based on CapWealth Advisors's 13F filing for Q2 2016, filed 3 Aug 2016.