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Fusion Investment Group’s iShares US Industrials ETF IYJ Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-282
Closed -$14K – 113
2015
Q3 		$14K Hold
282
– – 0.03% 116
2015
Q2 		$15K Buy
+282
New +$15.3K 0.01% 149
2014
Q4 		– Sell
-282
Closed -$14K – 157
2014
Q3 		$14K Hold
282
– – 0.01% 159
2014
Q2 		$15K Hold
282
– – 0.01% 175
2014
Q1 		$14K Hold
282
– – 0.01% 176
2013
Q4 		$14K Buy
+282
New +$13.5K 0.01% 196

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fusion Investment Group's IYJ Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares US Industrials ETF (IYJ) in Q4 2015, closing a stake of 282 shares — an estimated $14K sold.

Fusion Investment Group first reported a position in IYJ in Q4 2013 and held it in 6 quarters. The position peaked at $15K in Q2 2015. 101 funds tracked by Wall St. Rank hold IYJ as of Q4 2015.

  • Fusion Investment Group reported no remaining iShares US Industrials ETF position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 282 iShares US Industrials ETF shares in Q4 2015, an estimated $14K.
  • Fusion Investment Group first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 6 quarters.
  • Fusion Investment Group's iShares US Industrials ETF position peaked at $15K in Q2 2015.
  • 101 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.