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

Destination 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
2019 Q3	–	Sell	-714	Closed	-$56K	–	322
2019 Q2	$56K	Hold	714	–	–	﹤0.01%	260
2019 Q1	$54K	Buy	714 +18	+3%	+$1.3K	﹤0.01%	251
2018 Q4	$45K	Buy	696 +76	+12%	+$5.34K	﹤0.01%	266
2018 Q3	$48K	Hold	620	–	–	﹤0.01%	290
2018 Q2	$45K	Hold	620	–	–	﹤0.01%	265
2018 Q1	$45K	Buy	+620	New	+$46.6K	﹤0.01%	265
2016 Q2	–	Sell	-36,548	Closed	-$1.88M	–	157
2016 Q1	$1.88M	Hold	36,548	–	–	0.18%	61
2015 Q4	$1.88M	Sell	36,548 -5,738	-14%	-$298K	0.18%	61
2015 Q3	$2.04M	Sell	42,286 -12,034	-22%	-$615K	0.23%	59
2015 Q2	$2.86M	Buy	54,320 +11,740	+28%	+$638K	0.19%	81
2015 Q1	$2.3M	Sell	42,580 -300	-0.7%	-$16.1K	0.25%	48
2014 Q4	$2.29M	Buy	42,880 +808	+2%	+$42K	0.23%	50
2014 Q3	$2.12M	Sell	42,072 -980	-2%	-$50.3K	0.22%	51
2014 Q2	$2.23M	Sell	43,052 -340	-0.8%	-$17.3K	0.23%	57
2014 Q1	$2.18M	Sell	43,392 -96	-0.2%	-$4.78K	0.23%	56
2013 Q4	$2.2M	Sell	43,488 -870	-2%	-$41.5K	0.23%	56
2013 Q3	$2.01M	Sell	44,358 -390	-0.9%	-$17.2K	0.23%	55
2013 Q2	$1.85M	Buy	+44,748	New	+$1.85M	0.23%	56

Other funds holding IYJ

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Destination Wealth Management's IYJ Position: Q3 2019 in Review

Destination Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2019, closing a stake of 714 shares — an estimated $56K sold.

Destination Wealth Management first reported a position in IYJ in Q2 2013 and held it in 18 quarters. The position peaked at $2.86M in Q2 2015. 159 funds tracked by Wall St. Rank hold IYJ as of Q3 2019.

Destination Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2019 after selling out during the quarter.
Destination Wealth Management sold 714 iShares US Industrials ETF shares in Q3 2019, an estimated $56K.
Destination Wealth Management first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 18 quarters.
Destination Wealth Management's iShares US Industrials ETF position peaked at $2.86M in Q2 2015.
159 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.