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Carnick & Kubik’s iShares US Industrials ETF IYJ Stock Holding History

Carnick & Kubik’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
2015
Q4 		– Sell
-64
Closed -$3.09K – 219
2015
Q3 		$3.09K Buy
+64
New +$3.27K ﹤0.01% 364

Other funds holding IYJ

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carnick & Kubik's IYJ Position: Q4 2015 in Review

Carnick & Kubik sold out of iShares US Industrials ETF (IYJ) in Q4 2015, closing a stake of 64 shares — an estimated $3.09K sold.

Carnick & Kubik first reported a position in IYJ in Q3 2015 and held it in 1 quarter. The position peaked at $3.09K in Q3 2015. 101 funds tracked by Wall St. Rank hold IYJ as of Q4 2015.

  • Carnick & Kubik reported no remaining iShares US Industrials ETF position as of Q4 2015 after selling out during the quarter.
  • Carnick & Kubik sold 64 iShares US Industrials ETF shares in Q4 2015, an estimated $3.09K.
  • Carnick & Kubik first reported a position in iShares US Industrials ETF in Q3 2015 and held it in 1 quarter.
  • Carnick & Kubik's iShares US Industrials ETF position peaked at $3.09K in Q3 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2015.

Based on Carnick & Kubik's 13F filing for Q4 2015, filed 11 Feb 2016.