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Visionary Asset Management’s iShares US Industrials ETF IYJ Stock Holding History

Visionary Asset Management’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
Q2 		– Sell
-6,018
Closed -$303K – 419
2014
Q1 		$303K Buy
+6,018
New +$299K 0.07% 92

Other funds holding IYJ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
FSIM
F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TFA
Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Asset Management's IYJ Position: Q2 2014 in Review

Visionary Asset Management sold out of iShares US Industrials ETF (IYJ) in Q2 2014, closing a stake of 6,018 shares — an estimated $303K sold.

Visionary Asset Management first reported a position in IYJ in Q1 2014 and held it in 1 quarter. The position peaked at $303K in Q1 2014. 117 funds tracked by Wall St. Rank hold IYJ as of Q2 2014.

  • Visionary Asset Management reported no remaining iShares US Industrials ETF position as of Q2 2014 after selling out during the quarter.
  • Visionary Asset Management sold 6,018 iShares US Industrials ETF shares in Q2 2014, an estimated $303K.
  • Visionary Asset Management first reported a position in iShares US Industrials ETF in Q1 2014 and held it in 1 quarter.
  • Visionary Asset Management's iShares US Industrials ETF position peaked at $303K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2014.

Based on Visionary Asset Management's 13F filing for Q2 2014, filed 7 Aug 2014.