Veritable’s iShares US Industrials ETF IYJ Stock Holding History

Veritable’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 Q1	–	Sell	-600	Closed	-$30K	–	966
2013 Q4	$30K	Buy	+600	New	+$28.6K	﹤0.01%	940

Other funds holding IYJ

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Veritable's IYJ Position: Q1 2014 in Review

Veritable sold out of iShares US Industrials ETF (IYJ) in Q1 2014, closing a stake of 600 shares — an estimated $30K sold.

Veritable first reported a position in IYJ in Q4 2013 and held it in 1 quarter. The position peaked at $30K in Q4 2013. 106 funds tracked by Wall St. Rank hold IYJ as of Q1 2014.

Veritable reported no remaining iShares US Industrials ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 600 iShares US Industrials ETF shares in Q1 2014, an estimated $30K.
Veritable first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares US Industrials ETF position peaked at $30K in Q4 2013.
106 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.