Lowe Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Lowe Wealth Advisors’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	-18	Closed	-$1K	–	226
2015 Q4	$1K	Hold	18	–	–	﹤0.01%	217
2015 Q3	$1K	Hold	18	–	–	﹤0.01%	214
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	212
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	210
2014 Q4	$1K	Buy	+18	New	+$935	﹤0.01%	188

Other funds holding IYJ

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Lowe Wealth Advisors's IYJ Position: Q1 2016 in Review

Lowe Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q1 2016, closing a stake of 18 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in IYJ in Q4 2014 and held it in 5 quarters. The position peaked at $1K in Q4 2015. 89 funds tracked by Wall St. Rank hold IYJ as of Q1 2016.

Lowe Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q1 2016 after selling out during the quarter.
Lowe Wealth Advisors sold 18 iShares US Industrials ETF shares in Q1 2016, an estimated $1K.
Lowe Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2014 and held it in 5 quarters.
Lowe Wealth Advisors's iShares US Industrials ETF position peaked at $1K in Q4 2015.
89 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2016.

Based on Lowe Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.