New York Life Investment Management’s iShares US Technology ETF IYW Stock Holding History

New York Life Investment Management’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-152,120	Closed	-$3.98M	–	265
2015 Q2	$3.98M	Buy	152,120 +4,276	+3%	+$115K	0.45%	55
2015 Q1	$3.88M	Sell	147,844 -133,368	-47%	-$3.5M	0.44%	52
2014 Q4	$7.34M	Sell	281,212 -149,404	-35%	-$3.81M	0.88%	33
2014 Q3	$10.8M	Buy	430,616 +74,940	+21%	+$1.87M	1.79%	17
2014 Q2	$8.62M	Buy	355,676 +54,000	+18%	+$1.25M	1.46%	23
2014 Q1	$6.87M	Sell	301,676 -228,952	-43%	-$5.11M	1.45%	23
2013 Q4	$11.7M	Buy	+530,628	New	+$11M	2.93%	12

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

New York Life Investment Management's IYW Position: Q3 2015 in Review

New York Life Investment Management sold out of iShares US Technology ETF (IYW) in Q3 2015, closing a stake of 152,120 shares — an estimated $3.98M sold.

New York Life Investment Management first reported a position in IYW in Q4 2013 and held it in 7 quarters. The position peaked at $11.7M in Q4 2013. 207 funds tracked by Wall St. Rank hold IYW as of Q3 2015.

New York Life Investment Management reported no remaining iShares US Technology ETF position as of Q3 2015 after selling out during the quarter.
New York Life Investment Management sold 152,120 iShares US Technology ETF shares in Q3 2015, an estimated $3.98M.
New York Life Investment Management first reported a position in iShares US Technology ETF in Q4 2013 and held it in 7 quarters.
New York Life Investment Management's iShares US Technology ETF position peaked at $11.7M in Q4 2013.
207 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2015.

Based on New York Life Investment Management's 13F filing for Q3 2015, filed 16 Nov 2015.