Lugano Financial Advisors SA (LFA)’s iShares US Industrials ETF IYJ Stock Holding History

Lugano Financial Advisors SA (LFA)’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
2020 Q1	–	Sell	-740	Closed	-$62K	–	131
2019 Q4	$62K	Buy	+740	New	+$60.4K	0.05%	105
2019 Q2	$59K	Hold	740	–	–	0.04%	103
2019 Q1	$56K	Buy	740 +380	+106%	+$27.5K	0.03%	104
2018 Q4	$28K	Hold	360	–	–	0.02%	145
2018 Q3	$28K	Hold	360	–	–	0.02%	145
2018 Q2	$26K	Buy	+360	New	+$26.3K	0.03%	115

Other funds holding IYJ

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IYJ Position: Q1 2020 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 740 shares — an estimated $62K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IYJ in Q2 2018 and held it in 6 quarters. The position peaked at $62K in Q4 2019. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

Lugano Financial Advisors SA (LFA) reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
Lugano Financial Advisors SA (LFA) sold 740 iShares US Industrials ETF shares in Q1 2020, an estimated $62K.
Lugano Financial Advisors SA (LFA) first reported a position in iShares US Industrials ETF in Q2 2018 and held it in 6 quarters.
Lugano Financial Advisors SA (LFA)'s iShares US Industrials ETF position peaked at $62K in Q4 2019.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2020, filed 8 Apr 2020.