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Foresters Investment Management’s iShares US Technology ETF IYW Stock Holding History

Foresters Investment Management’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
2015
Q4 		– Sell
-152,000
Closed -$3.76M – 288
2015
Q3 		$3.76M Buy
152,000
+4,000
+3% +$103K 0.08% 231
2015
Q2 		$3.87M Buy
+148,000
New +$3.99M 0.07% 245

Other funds holding IYW

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
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Foresters Investment Management's IYW Position: Q4 2015 in Review

Foresters Investment Management sold out of iShares US Technology ETF (IYW) in Q4 2015, closing a stake of 152,000 shares — an estimated $3.76M sold.

Foresters Investment Management first reported a position in IYW in Q2 2015 and held it in 2 quarters. The position peaked at $3.87M in Q2 2015. 214 funds tracked by Wall St. Rank hold IYW as of Q4 2015.

  • Foresters Investment Management reported no remaining iShares US Technology ETF position as of Q4 2015 after selling out during the quarter.
  • Foresters Investment Management sold 152,000 iShares US Technology ETF shares in Q4 2015, an estimated $3.76M.
  • Foresters Investment Management first reported a position in iShares US Technology ETF in Q2 2015 and held it in 2 quarters.
  • Foresters Investment Management's iShares US Technology ETF position peaked at $3.87M in Q2 2015.
  • 214 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2015.

Based on Foresters Investment Management's 13F filing for Q4 2015, filed 10 Feb 2016.