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Laird Norton Wetherby Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History

Laird Norton Wetherby Wealth Management’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
2015
Q3 		– Sell
-102
Closed -$5K – 473
2015
Q2 		$5K Buy
+102
New +$5.54K ﹤0.01% 492

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's IYJ Position: Q3 2015 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Industrials ETF (IYJ) in Q3 2015, closing a stake of 102 shares — an estimated $5K sold.

Laird Norton Wetherby Wealth Management first reported a position in IYJ in Q2 2015 and held it in 1 quarter. The position peaked at $5K in Q2 2015. 91 funds tracked by Wall St. Rank hold IYJ as of Q3 2015.

  • Laird Norton Wetherby Wealth Management reported no remaining iShares US Industrials ETF position as of Q3 2015 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 102 iShares US Industrials ETF shares in Q3 2015, an estimated $5K.
  • Laird Norton Wetherby Wealth Management first reported a position in iShares US Industrials ETF in Q2 2015 and held it in 1 quarter.
  • Laird Norton Wetherby Wealth Management's iShares US Industrials ETF position peaked at $5K in Q2 2015.
  • 91 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2015.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.