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Jackson Grant Investment Advisers’s iShares US Industrials ETF IYJ Stock Holding History

Jackson Grant Investment Advisers’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
2016
Q1 		– Sell
-510
Closed -$26K – 178
2015
Q4 		$26K Buy
+510
New +$26.5K 0.02% 135

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Jackson Grant Investment Advisers's IYJ Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of iShares US Industrials ETF (IYJ) in Q1 2016, closing a stake of 510 shares — an estimated $26K sold.

Jackson Grant Investment Advisers first reported a position in IYJ in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 89 funds tracked by Wall St. Rank hold IYJ as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining iShares US Industrials ETF position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 510 iShares US Industrials ETF shares in Q1 2016, an estimated $26K.
  • Jackson Grant Investment Advisers first reported a position in iShares US Industrials ETF in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's iShares US Industrials ETF position peaked at $26K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.