Private Capital Group’s iShares US Industrials ETF IYJ Stock Holding History

Private Capital Group’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
2019 Q4	–	Sell	-200	Closed	-$16K	–	2083
2019 Q3	$16K	Sell	200 -200	-50%	-$15.8K	﹤0.01%	1284
2019 Q2	$29K	Hold	400	–	–	0.01%	909
2019 Q1	$30K	Hold	400	–	–	0.01%	1009
2018 Q4	$26K	Hold	400	–	–	0.01%	979
2018 Q3	$31K	Hold	400	–	–	0.01%	938
2018 Q2	$28K	Hold	400	–	–	0.01%	956
2018 Q1	$29K	Hold	400	–	–	0.01%	917
2017 Q4	$29K	Buy	+400	New	+$28.6K	0.01%	911

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Private Capital Group's IYJ Position: Q4 2019 in Review

Private Capital Group sold out of iShares US Industrials ETF (IYJ) in Q4 2019, closing a stake of 200 shares — an estimated $16K sold.

Private Capital Group first reported a position in IYJ in Q4 2017 and held it in 8 quarters. The position peaked at $31K in Q3 2018. 190 funds tracked by Wall St. Rank hold IYJ as of Q4 2019.

Private Capital Group reported no remaining iShares US Industrials ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 200 iShares US Industrials ETF shares in Q4 2019, an estimated $16K.
Private Capital Group first reported a position in iShares US Industrials ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's iShares US Industrials ETF position peaked at $31K in Q3 2018.
190 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.