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Pathstone Family Office’s iShares US Industrials ETF IYJ Stock Holding History

Pathstone Family Office’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
2013
Q3 		– Sell
-3,272
Closed -$136K – 374
2013
Q2 		$136K Buy
+3,272
New +$135K 0.16% 37

Other funds holding IYJ

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $1.26B AUM 95.39% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Family Office's IYJ Position: Q3 2013 in Review

Pathstone Family Office sold out of iShares US Industrials ETF (IYJ) in Q3 2013, closing a stake of 3,272 shares — an estimated $136K sold.

Pathstone Family Office first reported a position in IYJ in Q2 2013 and held it in 1 quarter. The position peaked at $136K in Q2 2013. 98 funds tracked by Wall St. Rank hold IYJ as of Q3 2013.

  • Pathstone Family Office reported no remaining iShares US Industrials ETF position as of Q3 2013 after selling out during the quarter.
  • Pathstone Family Office sold 3,272 iShares US Industrials ETF shares in Q3 2013, an estimated $136K.
  • Pathstone Family Office first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 1 quarter.
  • Pathstone Family Office's iShares US Industrials ETF position peaked at $136K in Q2 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2013.

Based on Pathstone Family Office's 13F filing for Q3 2013, filed 28 Oct 2013.