Cavalier Investments’s iShares US Technology ETF IYW Stock Holding History

Cavalier Investments’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
2018 Q1	–	Sell	-76,024	Closed	-$3.09M	–	184
2017 Q4	$3.09M	Buy	76,024 +4,176	+6%	+$167K	1.24%	21
2017 Q3	$2.69M	Buy	+71,848	New	+$2.63M	1.29%	20
2016 Q1	–	Sell	-27,344	Closed	-$732K	–	117
2015 Q4	$732K	Buy	+27,344	New	+$737K	0.44%	41

Other funds holding IYW

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cavalier Investments's IYW Position: Q1 2018 in Review

Cavalier Investments sold out of iShares US Technology ETF (IYW) in Q1 2018, closing a stake of 76,024 shares — an estimated $3.09M sold.

Cavalier Investments first reported a position in IYW in Q4 2015 and held it in 3 quarters. The position peaked at $3.09M in Q4 2017. 333 funds tracked by Wall St. Rank hold IYW as of Q1 2018.

Cavalier Investments reported no remaining iShares US Technology ETF position as of Q1 2018 after selling out during the quarter.
Cavalier Investments sold 76,024 iShares US Technology ETF shares in Q1 2018, an estimated $3.09M.
Cavalier Investments first reported a position in iShares US Technology ETF in Q4 2015 and held it in 3 quarters.
Cavalier Investments's iShares US Technology ETF position peaked at $3.09M in Q4 2017.
333 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.