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Cedar Capital’s iShares US Industrials ETF IYJ Stock Holding History

Cedar Capital’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
2016
Q4 		– Sell
-9,068
Closed -$519K – 91
2016
Q3 		$519K Buy
+9,068
New +$515K 0.19% 40

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Cedar Capital's IYJ Position: Q4 2016 in Review

Cedar Capital sold out of iShares US Industrials ETF (IYJ) in Q4 2016, closing a stake of 9,068 shares — an estimated $519K sold.

Cedar Capital first reported a position in IYJ in Q3 2016 and held it in 1 quarter. The position peaked at $519K in Q3 2016. 134 funds tracked by Wall St. Rank hold IYJ as of Q4 2016.

  • Cedar Capital reported no remaining iShares US Industrials ETF position as of Q4 2016 after selling out during the quarter.
  • Cedar Capital sold 9,068 iShares US Industrials ETF shares in Q4 2016, an estimated $519K.
  • Cedar Capital first reported a position in iShares US Industrials ETF in Q3 2016 and held it in 1 quarter.
  • Cedar Capital's iShares US Industrials ETF position peaked at $519K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2016.

Based on Cedar Capital's 13F filing for Q4 2016, filed 9 Feb 2017.