F-Squared Investment Management’s iShares US Industrials ETF IYJ Stock Holding History

F-Squared Investment 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
2014 Q4	–	Sell	-1,580,456	Closed	-$79.9M	–	45
2014 Q3	$79.9M	Buy	1,580,456 +300,764	+24%	+$15.4M	1.89%	25
2014 Q2	$66.3M	Buy	+1,279,692	New	+$65.2M	1.67%	25
2014 Q1	–	Sell	-1,420,716	Closed	-$72M	–	40
2013 Q4	$72M	Buy	1,420,716 +917,586	+182%	+$43.8M	2.43%	20
2013 Q3	$22.8M	Buy	503,130 +36,108	+8%	+$1.59M	3.1%	16
2013 Q2	$19.4M	Buy	+467,022	New	+$19.3M	10.02%	5

Other funds holding IYJ

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

F-Squared Investment Management's IYJ Position: Q4 2014 in Review

F-Squared Investment Management sold out of iShares US Industrials ETF (IYJ) in Q4 2014, closing a stake of 1,580,456 shares — an estimated $79.9M sold.

F-Squared Investment Management first reported a position in IYJ in Q2 2013 and held it in 5 quarters. The position peaked at $79.9M in Q3 2014. 108 funds tracked by Wall St. Rank hold IYJ as of Q4 2014.

F-Squared Investment Management reported no remaining iShares US Industrials ETF position as of Q4 2014 after selling out during the quarter.
F-Squared Investment Management sold 1,580,456 iShares US Industrials ETF shares in Q4 2014, an estimated $79.9M.
F-Squared Investment Management first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 5 quarters.
F-Squared Investment Management's iShares US Industrials ETF position peaked at $79.9M in Q3 2014.
108 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2014.

Based on F-Squared Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.