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Genovese Burford & Brothers Wealth & Retirement Plan Management’s iShares US Technology ETF IYW Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2016
Q4 		– Sell
-304
Closed -$9K – 496
2016
Q3 		$9K Buy
+304
New +$8.71K ﹤0.01% 306

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's IYW Position: Q4 2016 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of iShares US Technology ETF (IYW) in Q4 2016, closing a stake of 304 shares — an estimated $9K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in IYW in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 248 funds tracked by Wall St. Rank hold IYW as of Q4 2016.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining iShares US Technology ETF position as of Q4 2016 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 304 iShares US Technology ETF shares in Q4 2016, an estimated $9K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in iShares US Technology ETF in Q3 2016 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's iShares US Technology ETF position peaked at $9K in Q3 2016.
  • 248 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2016.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2016, filed 13 Feb 2017.