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Stone Ridge Asset Management’s iShares US Technology ETF IYW Stock Holding History

Stone Ridge Asset 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
2016
Q3 		– Sell
-13,024
Closed -$343K – 1
2016
Q2 		$343K Buy
+13,024
New +$344K 6.97% 3

Other funds holding IYW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Stone Ridge Asset Management's IYW Position: Q3 2016 in Review

Stone Ridge Asset Management sold out of iShares US Technology ETF (IYW) in Q3 2016, closing a stake of 13,024 shares — an estimated $343K sold.

Stone Ridge Asset Management first reported a position in IYW in Q2 2016 and held it in 1 quarter. The position peaked at $343K in Q2 2016. 233 funds tracked by Wall St. Rank hold IYW as of Q3 2016.

  • Stone Ridge Asset Management reported no remaining iShares US Technology ETF position as of Q3 2016 after selling out during the quarter.
  • Stone Ridge Asset Management sold 13,024 iShares US Technology ETF shares in Q3 2016, an estimated $343K.
  • Stone Ridge Asset Management first reported a position in iShares US Technology ETF in Q2 2016 and held it in 1 quarter.
  • Stone Ridge Asset Management's iShares US Technology ETF position peaked at $343K in Q2 2016.
  • 233 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2016.

Based on Stone Ridge Asset Management's 13F filing for Q3 2016.