Essex Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

Essex Financial Services’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
2018 Q1	–	Sell	-3,932	Closed	-$290K	–	363
2017 Q4	$290K	Sell	3,932 -502	-11%	-$35.8K	0.07%	215
2017 Q3	$307K	Sell	4,434 -338	-7%	-$22.6K	0.08%	209
2017 Q2	$314K	Buy	4,772 +972	+26%	+$62.7K	0.07%	262
2017 Q1	$239K	Sell	3,800 -972	-20%	-$60.7K	0.05%	286
2016 Q4	$288K	Hold	4,772	–	–	0.06%	261
2016 Q3	$273K	Hold	4,772	–	–	0.07%	253
2016 Q2	$262K	Hold	4,772	–	–	0.06%	253
2016 Q1	$255K	Hold	4,772	–	–	0.06%	257
2015 Q4	$246K	Hold	4,772	–	–	0.06%	262
2015 Q3	$230K	Hold	4,772	–	–	0.06%	276
2015 Q2	$251K	Hold	4,772	–	–	0.06%	268
2015 Q1	$257K	Hold	4,772	–	–	0.07%	260
2014 Q4	$254K	Hold	4,772	–	–	0.07%	257
2014 Q3	$241K	Hold	4,772	–	–	0.07%	252
2014 Q2	$247K	Buy	4,772 +338	+8%	+$17.2K	0.07%	254
2014 Q1	$223K	Hold	4,434	–	–	0.07%	254
2013 Q4	$225K	Buy	+4,434	New	+$212K	0.08%	247

Other funds holding IYJ

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

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

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

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

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

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

Essex Financial Services's IYJ Position: Q1 2018 in Review

Essex Financial Services sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 3,932 shares — an estimated $290K sold.

Essex Financial Services first reported a position in IYJ in Q4 2013 and held it in 17 quarters. The position peaked at $314K in Q2 2017. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

Essex Financial Services reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
Essex Financial Services sold 3,932 iShares US Industrials ETF shares in Q1 2018, an estimated $290K.
Essex Financial Services first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 17 quarters.
Essex Financial Services's iShares US Industrials ETF position peaked at $314K in Q2 2017.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

Based on Essex Financial Services's 13F filing for Q1 2018, filed 3 May 2018.