Constellation Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Constellation Wealth Advisors’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
2014 Q4	–	Sell	-4,734	Closed	-$239K	–	185
2014 Q3	$239K	Sell	4,734 -11,590	-71%	-$595K	0.02%	184
2014 Q2	$846K	Buy	+16,324	New	+$832K	0.09%	111
2014 Q1	–	Sell	-72,074	Closed	-$3.65M	–	194
2013 Q4	$3.65M	Buy	72,074 +10,936	+18%	+$522K	0.35%	68
2013 Q3	$2.77M	Buy	61,138 +14,044	+30%	+$619K	0.31%	78
2013 Q2	$1.95M	Buy	+47,094	New	+$1.95M	0.23%	94

Other funds holding IYJ

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

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

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

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

Constellation Wealth Advisors's IYJ Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2014, closing a stake of 4,734 shares — an estimated $239K sold.

Constellation Wealth Advisors first reported a position in IYJ in Q2 2013 and held it in 5 quarters. The position peaked at $3.65M in Q4 2013. 108 funds tracked by Wall St. Rank hold IYJ as of Q4 2014.

Constellation Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2014 after selling out during the quarter.
Constellation Wealth Advisors sold 4,734 iShares US Industrials ETF shares in Q4 2014, an estimated $239K.
Constellation Wealth Advisors first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 5 quarters.
Constellation Wealth Advisors's iShares US Industrials ETF position peaked at $3.65M in Q4 2013.
108 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.