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SPC Financial Inc’s iShares US Industrials ETF IYJ Stock Holding History

SPC Financial Inc’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
2016
Q1 		– Sell
-115,784
Closed -$5.96M – 111
2015
Q4 		$5.96M Sell
115,784
-1,050
-0.9% -$54.6K 2.34% 19
2015
Q3 		$5.63M Sell
116,834
-1,284
-1% -$65.6K 2.42% 18
2015
Q2 		$6.22M Sell
118,118
-4,404
-4% -$239K 1.74% 17
2015
Q1 		$6.61M Sell
122,522
-2,790
-2% -$150K 1.82% 13
2014
Q4 		$6.68M Buy
125,312
+20,524
+20% +$1.07M 1.94% 12
2014
Q3 		$5.3M Sell
104,788
-3,756
-3% -$193K 1.54% 23
2014
Q2 		$5.62M Sell
108,544
-496
-0.5% -$25.3K 1.57% 19
2014
Q1 		$5.49M Sell
109,040
-350
-0.3% -$17.4K 1.67% 16
2013
Q4 		$5.54M Sell
109,390
-1,790
-2% -$85.4K 1.73% 18
2013
Q3 		$5.03M Sell
111,180
-600
-0.5% -$26.5K 1.79% 18
2013
Q2 		$4.63M Buy
+111,780
New +$4.62M 1.79% 17

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

SPC Financial Inc's IYJ Position: Q1 2016 in Review

SPC Financial Inc sold out of iShares US Industrials ETF (IYJ) in Q1 2016, closing a stake of 115,784 shares — an estimated $5.96M sold.

SPC Financial Inc first reported a position in IYJ in Q2 2013 and held it in 11 quarters. The position peaked at $6.68M in Q4 2014. 89 funds tracked by Wall St. Rank hold IYJ as of Q1 2016.

  • SPC Financial Inc reported no remaining iShares US Industrials ETF position as of Q1 2016 after selling out during the quarter.
  • SPC Financial Inc sold 115,784 iShares US Industrials ETF shares in Q1 2016, an estimated $5.96M.
  • SPC Financial Inc first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 11 quarters.
  • SPC Financial Inc's iShares US Industrials ETF position peaked at $6.68M in Q4 2014.
  • 89 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2016.

Based on SPC Financial Inc's 13F filing for Q1 2016, filed 6 May 2016.