Girard Securities’s iShares US Industrials ETF IYJ Stock Holding History

Girard Securities’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
2017 Q4	–	Sell	-14,712	Closed	-$1.02M	–	67
2017 Q3	$1.02M	Sell	14,712 -4,766	-24%	-$319K	0.9%	27
2017 Q2	$1.28M	Buy	19,478 +4,346	+29%	+$281K	0.96%	25
2017 Q1	$953K	Sell	15,132 -238	-2%	-$14.9K	0.81%	32
2016 Q4	$927K	Buy	15,370 +11,686	+317%	+$684K	0.81%	33
2016 Q3	$211K	Buy	+3,684	New	+$209K	0.22%	134
2016 Q1	–	Sell	-4,016	Closed	-$207K	–	164
2015 Q4	$207K	Buy	+4,016	New	+$209K	0.21%	131

Other funds holding IYJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Girard Securities's IYJ Position: Q4 2017 in Review

Girard Securities sold out of iShares US Industrials ETF (IYJ) in Q4 2017, closing a stake of 14,712 shares — an estimated $1.02M sold.

Girard Securities first reported a position in IYJ in Q4 2015 and held it in 6 quarters. The position peaked at $1.28M in Q2 2017. 151 funds tracked by Wall St. Rank hold IYJ as of Q4 2017.

Girard Securities reported no remaining iShares US Industrials ETF position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 14,712 iShares US Industrials ETF shares in Q4 2017, an estimated $1.02M.
Girard Securities first reported a position in iShares US Industrials ETF in Q4 2015 and held it in 6 quarters.
Girard Securities's iShares US Industrials ETF position peaked at $1.28M in Q2 2017.
151 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.