Tiedemann Trust’s iShares US Technology ETF IYW Stock Holding History

Tiedemann Trust’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 Q1	–	Sell	-8,068	Closed	-$216K	–	74
2015 Q4	$216K	Buy	+8,068	New	+$218K	0.03%	74
2015 Q3	–	Sell	-8,068	Closed	-$211K	–	68
2015 Q2	$211K	Buy	+8,068	New	+$218K	0.02%	69

Other funds holding IYW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Tiedemann Trust's IYW Position: Q1 2016 in Review

Tiedemann Trust sold out of iShares US Technology ETF (IYW) in Q1 2016, closing a stake of 8,068 shares — an estimated $216K sold.

Tiedemann Trust first reported a position in IYW in Q2 2015 and held it in 2 quarters. The position peaked at $216K in Q4 2015. 216 funds tracked by Wall St. Rank hold IYW as of Q1 2016.

Tiedemann Trust reported no remaining iShares US Technology ETF position as of Q1 2016 after selling out during the quarter.
Tiedemann Trust sold 8,068 iShares US Technology ETF shares in Q1 2016, an estimated $216K.
Tiedemann Trust first reported a position in iShares US Technology ETF in Q2 2015 and held it in 2 quarters.
Tiedemann Trust's iShares US Technology ETF position peaked at $216K in Q4 2015.
216 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2016.

Based on Tiedemann Trust's 13F filing for Q1 2016, filed 5 May 2016.