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Moors & Cabot’s iShares US Industrials ETF IYJ Stock Holding History

Moors & Cabot’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
2014
Q3 		– Sell
-6,134
Closed -$317K – 554
2014
Q2 		$317K Buy
+6,134
New +$313K 0.05% 366

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Moors & Cabot's IYJ Position: Q3 2014 in Review

Moors & Cabot sold out of iShares US Industrials ETF (IYJ) in Q3 2014, closing a stake of 6,134 shares — an estimated $317K sold.

Moors & Cabot first reported a position in IYJ in Q2 2014 and held it in 1 quarter. The position peaked at $317K in Q2 2014. 110 funds tracked by Wall St. Rank hold IYJ as of Q3 2014.

  • Moors & Cabot reported no remaining iShares US Industrials ETF position as of Q3 2014 after selling out during the quarter.
  • Moors & Cabot sold 6,134 iShares US Industrials ETF shares in Q3 2014, an estimated $317K.
  • Moors & Cabot first reported a position in iShares US Industrials ETF in Q2 2014 and held it in 1 quarter.
  • Moors & Cabot's iShares US Industrials ETF position peaked at $317K in Q2 2014.
  • 110 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2014.

Based on Moors & Cabot's 13F filing for Q3 2014, filed 12 Nov 2014.