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Quantitative Advantage’s iShares US Industrials ETF IYJ Stock Holding History

Quantitative Advantage’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
2014
Q1 		– Sell
-186,024
Closed -$9.43M – 52
2013
Q4 		$9.43M Buy
186,024
+3,580
+2% +$171K 2.22% 13
2013
Q3 		$8.26M Buy
+182,444
New +$8.05M 2.01% 16

Other funds holding IYJ

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Quantitative Advantage's IYJ Position: Q1 2014 in Review

Quantitative Advantage sold out of iShares US Industrials ETF (IYJ) in Q1 2014, closing a stake of 186,024 shares — an estimated $9.43M sold.

Quantitative Advantage first reported a position in IYJ in Q3 2013 and held it in 2 quarters. The position peaked at $9.43M in Q4 2013. 106 funds tracked by Wall St. Rank hold IYJ as of Q1 2014.

  • Quantitative Advantage reported no remaining iShares US Industrials ETF position as of Q1 2014 after selling out during the quarter.
  • Quantitative Advantage sold 186,024 iShares US Industrials ETF shares in Q1 2014, an estimated $9.43M.
  • Quantitative Advantage first reported a position in iShares US Industrials ETF in Q3 2013 and held it in 2 quarters.
  • Quantitative Advantage's iShares US Industrials ETF position peaked at $9.43M in Q4 2013.
  • 106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2014.

Based on Quantitative Advantage's 13F filing for Q1 2014, filed 12 May 2014.