MYCIO Wealth Partners’s iShares US Industrials ETF IYJ Stock Holding History

MYCIO Wealth Partners’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	-850	Closed	-$71K	–	222
2019 Q4	$71K	Buy	850 +6	+0.7%	+$489	﹤0.01%	380
2019 Q3	$67K	Hold	844	–	–	0.01%	346
2019 Q2	$67K	Buy	+844	New	+$65.2K	0.01%	330
2018 Q4	–	Sell	-4,730	Closed	-$369K	–	297
2018 Q3	$369K	Buy	4,730 +832	+21%	+$63.2K	0.04%	186
2018 Q2	$280K	Hold	3,898	–	–	0.03%	222
2018 Q1	$283K	Buy	3,898 +820	+27%	+$61.7K	0.03%	190
2017 Q4	$227K	Buy	+3,078	New	+$220K	0.02%	220

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 $8.19B AUM 30.56% 1-Year Est. Return

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

MYCIO Wealth Partners's IYJ Position: Q1 2020 in Review

MYCIO Wealth Partners sold out of iShares US Industrials ETF (IYJ) in Q1 2020, closing a stake of 850 shares — an estimated $71K sold.

MYCIO Wealth Partners first reported a position in IYJ in Q4 2017 and held it in 7 quarters. The position peaked at $369K in Q3 2018. 155 funds tracked by Wall St. Rank hold IYJ as of Q1 2020.

MYCIO Wealth Partners reported no remaining iShares US Industrials ETF position as of Q1 2020 after selling out during the quarter.
MYCIO Wealth Partners sold 850 iShares US Industrials ETF shares in Q1 2020, an estimated $71K.
MYCIO Wealth Partners first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 7 quarters.
MYCIO Wealth Partners's iShares US Industrials ETF position peaked at $369K in Q3 2018.
155 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2020.

Based on MYCIO Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.