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Trust Company of the Ozarks’s iShares US Industrials ETF IYJ Stock Holding History

Trust Company of the Ozarks’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
Q4 		– Sell
-11,850
Closed -$600K – 174
2014
Q3 		$600K Sell
11,850
-614
-5% -$31.5K 0.17% 96
2014
Q2 		$646K Sell
12,464
-1,078
-8% -$55K 0.17% 91
2014
Q1 		$681K Sell
13,542
-1,148
-8% -$57.1K 0.19% 86
2013
Q4 		$745K Sell
14,690
-392
-3% -$18.7K 0.21% 81
2013
Q3 		$683K Buy
15,082
+86
+0.6% +$3.79K 0.22% 84
2013
Q2 		$621K Buy
+14,996
New +$620K 0.21% 88

Other funds holding IYJ

BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 39.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trust Company of the Ozarks's IYJ Position: Q4 2014 in Review

Trust Company of the Ozarks sold out of iShares US Industrials ETF (IYJ) in Q4 2014, closing a stake of 11,850 shares — an estimated $600K sold.

Trust Company of the Ozarks first reported a position in IYJ in Q2 2013 and held it in 6 quarters. The position peaked at $745K in Q4 2013. 108 funds tracked by Wall St. Rank hold IYJ as of Q4 2014.

  • Trust Company of the Ozarks reported no remaining iShares US Industrials ETF position as of Q4 2014 after selling out during the quarter.
  • Trust Company of the Ozarks sold 11,850 iShares US Industrials ETF shares in Q4 2014, an estimated $600K.
  • Trust Company of the Ozarks first reported a position in iShares US Industrials ETF in Q2 2013 and held it in 6 quarters.
  • Trust Company of the Ozarks's iShares US Industrials ETF position peaked at $745K in Q4 2013.
  • 108 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2014.

Based on Trust Company of the Ozarks's 13F filing for Q4 2014, filed 12 Feb 2015.