J.P. Turner & Co Capital Management’s iShares US Technology ETF IYW Stock Holding History

J.P. Turner & Co Capital 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
2015 Q3	–	Sell	-12,828	Closed	-$333K	–	207
2015 Q2	$333K	Buy	12,828 +3,812	+42%	+$103K	0.26%	132
2015 Q1	$233K	Buy	9,016 +156	+2%	+$4.1K	0.22%	148
2014 Q4	$228K	Buy	+8,860	New	+$226K	0.22%	152

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

J.P. Turner & Co Capital Management's IYW Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 12,828 shares — an estimated $333K sold.

J.P. Turner & Co Capital Management first reported a position in IYW in Q4 2014 and held it in 3 quarters. The position peaked at $333K in Q2 2015. 206 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

J.P. Turner & Co Capital Management reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
J.P. Turner & Co Capital Management sold 12,828 iShares US Technology ETF shares in Q3 2015, an estimated $333K.
J.P. Turner & Co Capital Management first reported a position in iShares US Technology ETF in Q4 2014 and held it in 3 quarters.
J.P. Turner & Co Capital Management's iShares US Technology ETF position peaked at $333K in Q2 2015.
206 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.