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First Allied Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

First Allied Asset 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
Q3 		– Sell
-4,060
Closed -$210K – 228
2014
Q2 		$210K Buy
+4,060
New +$207K 0.03% 169

Other funds holding IYJ

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

First Allied Asset Management's IYJ Position: Q3 2014 in Review

First Allied Asset Management sold out of iShares US Industrials ETF (IYJ) in Q3 2014, closing a stake of 4,060 shares — an estimated $210K sold.

First Allied Asset Management first reported a position in IYJ in Q2 2014 and held it in 1 quarter. The position peaked at $210K in Q2 2014. 110 funds tracked by Wall St. Rank hold IYJ as of Q3 2014.

  • First Allied Asset Management reported no remaining iShares US Industrials ETF position as of Q3 2014 after selling out during the quarter.
  • First Allied Asset Management sold 4,060 iShares US Industrials ETF shares in Q3 2014, an estimated $210K.
  • First Allied Asset Management first reported a position in iShares US Industrials ETF in Q2 2014 and held it in 1 quarter.
  • First Allied Asset Management's iShares US Industrials ETF position peaked at $210K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2014.

Based on First Allied Asset Management's 13F filing for Q3 2014, filed 12 Nov 2014.