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Maryland Capital Management’s iShares US Industrials ETF IYJ Stock Holding History

Maryland Capital 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
2018
Q3 		– Sell
-14,398
Closed -$1.03M – 170
2018
Q2 		$1.03M Buy
14,398
+536
+4% +$39.2K 0.14% 89
2018
Q1 		$1M Buy
13,862
+2,366
+21% +$178K 0.14% 85
2017
Q4 		$847K Buy
11,496
+5,342
+87% +$381K 0.13% 91
2017
Q3 		$426K Buy
6,154
+152
+3% +$10.2K 0.07% 117
2017
Q2 		$395K Buy
6,002
+226
+4% +$14.6K 0.06% 124
2017
Q1 		$364K Buy
5,776
+1,290
+29% +$80.6K 0.05% 131
2016
Q4 		$270K Buy
+4,486
New +$262K 0.04% 146
2015
Q3 		– Sell
-3,894
Closed -$205K – 170
2015
Q2 		$205K Sell
3,894
-920
-19% -$50K 0.03% 172
2015
Q1 		$260K Buy
4,814
+244
+5% +$13.1K 0.04% 154
2014
Q4 		$244K Buy
4,570
+160
+4% +$8.32K 0.04% 163
2014
Q3 		$223K Hold
4,410
– – 0.04% 170
2014
Q2 		$228K Buy
4,410
+110
+3% +$5.61K 0.04% 165
2014
Q1 		$216K Sell
4,300
-3,766
-47% -$187K 0.04% 162
2013
Q4 		$409K Buy
8,066
+344
+4% +$16.4K 0.06% 146
2013
Q3 		$349K Buy
+7,722
New +$341K 0.06% 157

Other funds holding IYJ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Maryland Capital Management's IYJ Position: Q3 2018 in Review

Maryland Capital Management sold out of iShares US Industrials ETF (IYJ) in Q3 2018, closing a stake of 14,398 shares — an estimated $1.03M sold.

Maryland Capital Management first reported a position in IYJ in Q3 2013 and held it in 15 quarters. The position peaked at $1.03M in Q2 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q3 2018.

  • Maryland Capital Management reported no remaining iShares US Industrials ETF position as of Q3 2018 after selling out during the quarter.
  • Maryland Capital Management sold 14,398 iShares US Industrials ETF shares in Q3 2018, an estimated $1.03M.
  • Maryland Capital Management first reported a position in iShares US Industrials ETF in Q3 2013 and held it in 15 quarters.
  • Maryland Capital Management's iShares US Industrials ETF position peaked at $1.03M in Q2 2018.
  • 155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2018.

Based on Maryland Capital Management's 13F filing for Q3 2018, filed 13 Nov 2018.