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Concorde Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Concorde Asset 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
2015
Q2 		– Sell
-47,808
Closed -$2.58M – 111
2015
Q1 		$2.58M Buy
+47,808
New +$2.56M 2.94% 8

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Concorde Asset Management's IYJ Position: Q2 2015 in Review

Concorde Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2015, closing a stake of 47,808 shares — an estimated $2.58M sold.

Concorde Asset Management first reported a position in IYJ in Q1 2015 and held it in 1 quarter. The position peaked at $2.58M in Q1 2015. 97 funds tracked by Wall St. Rank hold IYJ as of Q2 2015.

  • Concorde Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2015 after selling out during the quarter.
  • Concorde Asset Management sold 47,808 iShares US Industrials ETF shares in Q2 2015, an estimated $2.58M.
  • Concorde Asset Management first reported a position in iShares US Industrials ETF in Q1 2015 and held it in 1 quarter.
  • Concorde Asset Management's iShares US Industrials ETF position peaked at $2.58M in Q1 2015.
  • 97 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2015.

Based on Concorde Asset Management's 13F filing for Q2 2015, filed 14 Jul 2015.