HL Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

HL Financial Services’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
2019 Q1	$278K	Sell	3,668 -228	-6%	-$16.5K	﹤0.01%	634
2018 Q4	$250K	Buy	3,896 +170	+5%	+$11.9K	﹤0.01%	642
2018 Q3	$291K	Buy	+3,726	New	+$283K	﹤0.01%	649
2014 Q1	–	Sell	-65,588	Closed	-$3.32M	–	660
2013 Q4	$3.32M	Buy	65,588 +1,908	+3%	+$91.1K	0.1%	131
2013 Q3	$2.88M	Buy	63,680 +14,210	+29%	+$627K	0.1%	130
2013 Q2	$2.05M	Buy	+49,470	New	+$2.05M	0.08%	159

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return

HL Financial Services's IYJ Position: Q1 2019 in Review

HL Financial Services reduced its iShares US Industrials ETF (IYJ) stake by 5.9% in Q1 2019, selling an estimated $16.5K and leaving 3,668 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

HL Financial Services first reported a position in IYJ in Q2 2013 and has held it in 6 quarters since. The position peaked at $3.32M in Q4 2013. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2019.

HL Financial Services held 3,668 shares of iShares US Industrials ETF worth $278K as of Q1 2019.
HL Financial Services sold 228 iShares US Industrials ETF shares in Q1 2019, an estimated $16.5K.
iShares US Industrials ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #634 holding.
HL Financial Services first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 6 quarters since.
HL Financial Services's iShares US Industrials ETF position peaked at $3.32M in Q4 2013.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.