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Pinnacle Family Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Pinnacle Family Advisors’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
2018
Q1 		– Sell
-77,020
Closed -$5.68M – 72
2017
Q4 		$5.68M Buy
+77,020
New +$5.5M 2.62% 16
2017
Q1 		– Sell
-93,040
Closed -$5.61M – 66
2016
Q4 		$5.61M Buy
+93,040
New +$5.44M 3.43% 10

Other funds holding IYJ

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Pinnacle Family Advisors's IYJ Position: Q1 2018 in Review

Pinnacle Family Advisors sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 77,020 shares — an estimated $5.68M sold.

Pinnacle Family Advisors first reported a position in IYJ in Q4 2016 and held it in 2 quarters. The position peaked at $5.68M in Q4 2017. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

  • Pinnacle Family Advisors reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
  • Pinnacle Family Advisors sold 77,020 iShares US Industrials ETF shares in Q1 2018, an estimated $5.68M.
  • Pinnacle Family Advisors first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 2 quarters.
  • Pinnacle Family Advisors's iShares US Industrials ETF position peaked at $5.68M in Q4 2017.
  • 162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

Based on Pinnacle Family Advisors's 13F filing for Q1 2018, filed 15 May 2018.