Investors Capital Advisory Services’s iShares US Technology ETF IYW Stock Holding History

Investors Capital Advisory Services’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	-10,156	Closed	-$251K	–	732
2015 Q3	$251K	Buy	10,156 +812	+9%	+$21K	0.05%	499
2015 Q2	$244K	Hold	9,344	–	–	0.04%	546
2015 Q1	$245K	Hold	9,344	–	–	0.05%	536
2014 Q4	$243K	Sell	9,344 -80	-0.8%	-$2.04K	0.05%	518
2014 Q3	$237K	Hold	9,424	–	–	0.05%	512
2014 Q2	$228K	Buy	+9,424	New	+$218K	0.04%	551

Other funds holding IYW

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Investors Capital Advisory Services's IYW Position: Q4 2015 in Review

Investors Capital Advisory Services sold out of iShares US Technology ETF (IYW) in Q4 2015, closing a stake of 10,156 shares — an estimated $251K sold.

Investors Capital Advisory Services first reported a position in IYW in Q2 2014 and held it in 6 quarters. The position peaked at $251K in Q3 2015. 214 funds tracked by Wall St. Rank hold IYW as of Q4 2015.

Investors Capital Advisory Services reported no remaining iShares US Technology ETF position as of Q4 2015 after selling out during the quarter.
Investors Capital Advisory Services sold 10,156 iShares US Technology ETF shares in Q4 2015, an estimated $251K.
Investors Capital Advisory Services first reported a position in iShares US Technology ETF in Q2 2014 and held it in 6 quarters.
Investors Capital Advisory Services's iShares US Technology ETF position peaked at $251K in Q3 2015.
214 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2015.

Based on Investors Capital Advisory Services's 13F filing for Q4 2015, filed 8 Feb 2016.