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Peregrine Asset Advisers’s iShares US Technology ETF IYW Stock Holding History

Peregrine Asset Advisers’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
2018
Q4 		– Sell
-5,908
Closed -$287K – 100
2018
Q3 		$287K Buy
+5,908
New +$279K 0.13% 98

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Peregrine Asset Advisers's IYW Position: Q4 2018 in Review

Peregrine Asset Advisers sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 5,908 shares — an estimated $287K sold.

Peregrine Asset Advisers first reported a position in IYW in Q3 2018 and held it in 1 quarter. The position peaked at $287K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

  • Peregrine Asset Advisers reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Peregrine Asset Advisers sold 5,908 iShares US Technology ETF shares in Q4 2018, an estimated $287K.
  • Peregrine Asset Advisers first reported a position in iShares US Technology ETF in Q3 2018 and held it in 1 quarter.
  • Peregrine Asset Advisers's iShares US Technology ETF position peaked at $287K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Peregrine Asset Advisers's 13F filing for Q4 2018, filed 13 Feb 2019.