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Crow Point Partners’s iShares US Technology ETF IYW Stock Holding History

Crow Point Partners’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
2017
Q4 		– Sell
-9,356
Closed -$348K – 273
2017
Q3 		$348K Buy
+9,356
New +$343K 0.06% 122

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crow Point Partners's IYW Position: Q4 2017 in Review

Crow Point Partners sold out of iShares US Technology ETF (IYW) in Q4 2017, closing a stake of 9,356 shares — an estimated $348K sold.

Crow Point Partners first reported a position in IYW in Q3 2017 and held it in 1 quarter. The position peaked at $348K in Q3 2017. 314 funds tracked by Wall St. Rank hold IYW as of Q4 2017.

  • Crow Point Partners reported no remaining iShares US Technology ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 9,356 iShares US Technology ETF shares in Q4 2017, an estimated $348K.
  • Crow Point Partners first reported a position in iShares US Technology ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's iShares US Technology ETF position peaked at $348K in Q3 2017.
  • 314 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.