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Cobiz Wealth’s iShares US Industrials ETF IYJ Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-560
Closed -$23K – 241
2013
Q2 		$23K Buy
+560
New +$23.2K 0.01% 222

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cobiz Wealth's IYJ Position: Q3 2013 in Review

Cobiz Wealth sold out of iShares US Industrials ETF (IYJ) in Q3 2013, closing a stake of 560 shares — an estimated $23K sold.

Cobiz Wealth first reported a position in IYJ in Q2 2013 and held it in 1 quarter. The position peaked at $23K in Q2 2013. 98 funds tracked by Wall St. Rank hold IYJ as of Q3 2013.

  • Cobiz Wealth reported no remaining iShares US Industrials ETF position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 560 iShares US Industrials ETF shares in Q3 2013, an estimated $23K.
  • Cobiz Wealth first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's iShares US Industrials ETF position peaked at $23K in Q2 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.