MFS
IYJ icon

MSI Financial Services’s iShares US Industrials ETF IYJ Stock Holding History

MSI Financial Services’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
Q4 		$1.79M Buy
29,666
+8,554
+41% +$501K 0.06% 284
2016
Q3 		$1.21M Buy
21,112
+18,472
+700% +$1.05M 0.04% 367
2016
Q2 		$145K Sell
2,640
-68
-3% -$3.69K 0.01% 1197
2016
Q1 		$145K Sell
2,708
-768
-22% -$38.2K 0.01% 1144
2015
Q4 		$179K Buy
3,476
+2,776
+397% +$144K 0.01% 994
2015
Q3 		$34K Sell
700
-836
-54% -$42.7K ﹤0.01% 1416
2015
Q2 		$81K Sell
1,536
-3,556
-70% -$193K 0.01% 1078
2015
Q1 		$275K Buy
5,092
+3,940
+342% +$211K 0.02% 634
2014
Q4 		$61K Sell
1,152
-72
-6% -$3.74K 0.01% 998
2014
Q3 		$62K Sell
1,224
-16
-1% -$822 0.01% 1014
2014
Q2 		$64K Hold
1,240
– – 0.01% 984
2014
Q1 		$62K Sell
1,240
-662
-35% -$32.9K 0.01% 947
2013
Q4 		$96K Sell
1,902
-774
-29% -$36.9K 0.01% 763
2013
Q3 		$121K Buy
2,676
+92
+4% +$4.06K 0.02% 603
2013
Q2 		$107K Buy
+2,584
New +$107K 0.02% 605

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MSI Financial Services's IYJ Position: Q4 2016 in Review

MSI Financial Services increased its iShares US Industrials ETF (IYJ) stake by 41% in Q4 2016, buying an estimated $501K and bringing the position to 29,666 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #284.

MSI Financial Services first reported a position in IYJ in Q2 2013 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold IYJ as of Q4 2016.

  • MSI Financial Services held 29,666 shares of iShares US Industrials ETF worth $1.79M as of Q4 2016.
  • MSI Financial Services bought 8,554 iShares US Industrials ETF shares in Q4 2016, an estimated $501K.
  • iShares US Industrials ETF made up 0.06% of MSI Financial Services's portfolio in Q4 2016, its #284 holding.
  • MSI Financial Services first reported a position in iShares US Industrials ETF in Q2 2013 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.