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Concert Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-4,020
Closed -$242K – 297
2017
Q1 		$242K Buy
+4,020
New +$251K 0.05% 410
2016
Q4 		– Sell
-4,390
Closed -$249K – 731
2016
Q3 		$249K Sell
4,390
-300
-6% -$17K 0.03% 556
2016
Q2 		$257K Sell
4,690
-30
-0.6% -$1.63K 0.03% 518
2016
Q1 		$253K Sell
4,720
-376
-7% -$18.7K 0.03% 514
2015
Q4 		$258K Buy
5,096
+212
+4% +$11K 0.03% 515
2015
Q3 		$237K Hold
4,884
– – 0.03% 561
2015
Q2 		$260K Buy
+4,884
New +$265K 0.03% 558
2015
Q1 		– Sell
-5,456
Closed -$288K – 561
2014
Q4 		$288K Sell
5,456
-10,528
-66% -$547K 0.04% 471
2014
Q3 		$809K Buy
15,984
+2,832
+22% +$145K 0.11% 174
2014
Q2 		$658K Buy
13,152
+6,428
+96% +$328K 0.08% 222
2014
Q1 		$332K Sell
6,724
-9,806
-59% -$488K 0.04% 379
2013
Q4 		$836K Buy
16,530
+7,590
+85% +$362K 0.11% 163
2013
Q3 		$367K Sell
8,940
-1,034
-10% -$45.6K 0.05% 323
2013
Q2 		$413K Buy
+9,974
New +$413K 0.06% 264

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Concert Wealth Management's IYJ Position: Q2 2017 in Review

Concert Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q2 2017, closing a stake of 4,020 shares — an estimated $242K sold.

Concert Wealth Management first reported a position in IYJ in Q2 2013 and held it in 14 quarters. The position peaked at $836K in Q4 2013. 124 funds tracked by Wall St. Rank hold IYJ as of Q2 2017.

  • Concert Wealth Management reported no remaining iShares US Industrials ETF position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 4,020 iShares US Industrials ETF shares in Q2 2017, an estimated $242K.
  • Concert Wealth Management first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's iShares US Industrials ETF position peaked at $836K in Q4 2013.
  • 124 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.