Financial Partners Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Financial Partners Capital 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
2018 Q1	–	Sell	-13,830	Closed	-$1.02M	–	94
2017 Q4	$1.02M	Hold	13,830	–	–	0.19%	84
2017 Q3	$958K	Buy	13,830 +4,070	+42%	+$272K	0.18%	84
2017 Q2	$642K	Sell	9,760 -4,070	-29%	-$263K	0.13%	91
2017 Q1	$871K	Hold	13,830	–	–	0.19%	79
2016 Q4	$834K	Buy	+13,830	New	+$809K	0.2%	78

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

RJA

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

Financial Partners Capital Management's IYJ Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 13,830 shares — an estimated $1.02M sold.

Financial Partners Capital Management first reported a position in IYJ in Q4 2016 and held it in 5 quarters. The position peaked at $1.02M in Q4 2017. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

Financial Partners Capital Management reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 13,830 iShares US Industrials ETF shares in Q1 2018, an estimated $1.02M.
Financial Partners Capital Management first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 5 quarters.
Financial Partners Capital Management's iShares US Industrials ETF position peaked at $1.02M in Q4 2017.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.