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Dorsey Wright & Associates’s iShares US Technology ETF IYW Stock Holding History

Dorsey Wright & Associates’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
2014
Q4 		– Sell
-685,200
Closed -$17.3M – 131
2014
Q3 		$17.3M Sell
685,200
-27,600
-4% -$689K 2.41% 13
2014
Q2 		$17.3M Buy
712,800
+112,800
+19% +$2.61M 2.03% 14
2014
Q1 		$13.7M Buy
+600,000
New +$13.4M 1.9% 15

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dorsey Wright & Associates's IYW Position: Q4 2014 in Review

Dorsey Wright & Associates sold out of iShares US Technology ETF (IYW) in Q4 2014, closing a stake of 685,200 shares — an estimated $17.3M sold.

Dorsey Wright & Associates first reported a position in IYW in Q1 2014 and held it in 3 quarters. The position peaked at $17.3M in Q2 2014. 242 funds tracked by Wall St. Rank hold IYW as of Q4 2014.

  • Dorsey Wright & Associates reported no remaining iShares US Technology ETF position as of Q4 2014 after selling out during the quarter.
  • Dorsey Wright & Associates sold 685,200 iShares US Technology ETF shares in Q4 2014, an estimated $17.3M.
  • Dorsey Wright & Associates first reported a position in iShares US Technology ETF in Q1 2014 and held it in 3 quarters.
  • Dorsey Wright & Associates's iShares US Technology ETF position peaked at $17.3M in Q2 2014.
  • 242 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2014.

Based on Dorsey Wright & Associates's 13F filing for Q4 2014, filed 9 Jan 2015.