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Signature Financial Management’s iShares US Technology ETF IYW Stock Holding History

Signature Financial Management’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
2014
Q1 		– Sell
-220,680
Closed -$4.88M – 77
2013
Q4 		$4.88M Hold
220,680
– – 3.81% 5
2013
Q3 		$4.35M Sell
220,680
-786,520
-78% -$15.3M 3.84% 5
2013
Q2 		$18.5M Buy
+1,007,200
New +$18.7M 12.66% 2

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Signature Financial Management's IYW Position: Q1 2014 in Review

Signature Financial Management sold out of iShares US Technology ETF (IYW) in Q1 2014, closing a stake of 220,680 shares — an estimated $4.88M sold.

Signature Financial Management first reported a position in IYW in Q2 2013 and held it in 3 quarters. The position peaked at $18.5M in Q2 2013. 193 funds tracked by Wall St. Rank hold IYW as of Q1 2014.

  • Signature Financial Management reported no remaining iShares US Technology ETF position as of Q1 2014 after selling out during the quarter.
  • Signature Financial Management sold 220,680 iShares US Technology ETF shares in Q1 2014, an estimated $4.88M.
  • Signature Financial Management first reported a position in iShares US Technology ETF in Q2 2013 and held it in 3 quarters.
  • Signature Financial Management's iShares US Technology ETF position peaked at $18.5M in Q2 2013.
  • 193 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2014.

Based on Signature Financial Management's 13F filing for Q1 2014, filed 15 May 2014.