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Crosspoint Capital Strategies’s iShares US Technology ETF IYW Stock Holding History

Crosspoint Capital Strategies’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-33,644
Closed -$878K – 486
2015
Q4 		$878K Buy
+33,644
New +$907K 0.23% 112
2015
Q3 		– Sell
-960
Closed -$25K – 833
2015
Q2 		$25K Hold
960
– – 0.01% 408
2015
Q1 		$25K Buy
+960
New +$25.2K 0.01% 313

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Crosspoint Capital Strategies's IYW Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Technology ETF (IYW) in Q1 2016, closing a stake of 33,644 shares — an estimated $878K sold.

Crosspoint Capital Strategies first reported a position in IYW in Q1 2015 and held it in 3 quarters. The position peaked at $878K in Q4 2015. 217 funds tracked by Wall St. Rank hold IYW as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Technology ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 33,644 iShares US Technology ETF shares in Q1 2016, an estimated $878K.
  • Crosspoint Capital Strategies first reported a position in iShares US Technology ETF in Q1 2015 and held it in 3 quarters.
  • Crosspoint Capital Strategies's iShares US Technology ETF position peaked at $878K in Q4 2015.
  • 217 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.