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Cavalier Investments’s iShares US Industrials ETF IYJ Stock Holding History

Cavalier Investments’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
2017
Q1 		– Sell
-19,926
Closed -$1.2M – 168
2016
Q4 		$1.2M Sell
19,926
-3,800
-16% -$222K 0.77% 24
2016
Q3 		$1.36M Buy
+23,726
New +$1.35M 0.82% 23

Other funds holding IYJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Cavalier Investments's IYJ Position: Q1 2017 in Review

Cavalier Investments sold out of iShares US Industrials ETF (IYJ) in Q1 2017, closing a stake of 19,926 shares — an estimated $1.2M sold.

Cavalier Investments first reported a position in IYJ in Q3 2016 and held it in 2 quarters. The position peaked at $1.36M in Q3 2016. 128 funds tracked by Wall St. Rank hold IYJ as of Q1 2017.

  • Cavalier Investments reported no remaining iShares US Industrials ETF position as of Q1 2017 after selling out during the quarter.
  • Cavalier Investments sold 19,926 iShares US Industrials ETF shares in Q1 2017, an estimated $1.2M.
  • Cavalier Investments first reported a position in iShares US Industrials ETF in Q3 2016 and held it in 2 quarters.
  • Cavalier Investments's iShares US Industrials ETF position peaked at $1.36M in Q3 2016.
  • 128 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2017.

Based on Cavalier Investments's 13F filing for Q1 2017, filed 15 May 2017.