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Kessler Investment Group’s iShares US Industrials ETF IYJ Stock Holding History

Kessler Investment Group’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
2013
Q4 		– Sell
-90
Closed -$4K – 153
2013
Q3 		$4K Buy
+90
New +$3.97K 0.01% 135

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kessler Investment Group's IYJ Position: Q4 2013 in Review

Kessler Investment Group sold out of iShares US Industrials ETF (IYJ) in Q4 2013, closing a stake of 90 shares — an estimated $4K sold.

Kessler Investment Group first reported a position in IYJ in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 106 funds tracked by Wall St. Rank hold IYJ as of Q4 2013.

  • Kessler Investment Group reported no remaining iShares US Industrials ETF position as of Q4 2013 after selling out during the quarter.
  • Kessler Investment Group sold 90 iShares US Industrials ETF shares in Q4 2013, an estimated $4K.
  • Kessler Investment Group first reported a position in iShares US Industrials ETF in Q3 2013 and held it in 1 quarter.
  • Kessler Investment Group's iShares US Industrials ETF position peaked at $4K in Q3 2013.
  • 106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2013.

Based on Kessler Investment Group's 13F filing for Q4 2013, filed 9 Jan 2014.