Vontobel Swiss Wealth Advisors’s iShares US Industrials ETF IYJ Stock Holding History

Vontobel Swiss Wealth Advisors’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
2018 Q4	–	Sell	-41,724	Closed	-$3.26M	–	86
2018 Q3	$3.26M	Sell	41,724 -3,212	-7%	-$244K	1.91%	20
2018 Q2	$3.23M	Sell	44,936 -15,792	-26%	-$1.15M	1.83%	20
2018 Q1	$4.4M	Sell	60,728 -9,294	-13%	-$699K	2.32%	15
2017 Q4	$5.04M	Buy	70,022 +94	+0.1%	+$6.71K	2.97%	13
2017 Q3	$4.74M	Buy	69,928 +3,608	+5%	+$241K	2.89%	13
2017 Q2	$4.36M	Sell	66,320 -23,126	-26%	-$1.49M	2.77%	13
2017 Q1	$5.63M	Sell	89,446 -42,544	-32%	-$2.66M	3.05%	12
2016 Q4	$7.96M	Buy	+131,990	New	+$7.72M	4.89%	5

Other funds holding IYJ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IYJ Position: Q4 2018 in Review

Vontobel Swiss Wealth Advisors sold out of iShares US Industrials ETF (IYJ) in Q4 2018, closing a stake of 41,724 shares — an estimated $3.26M sold.

Vontobel Swiss Wealth Advisors first reported a position in IYJ in Q4 2016 and held it in 8 quarters. The position peaked at $7.96M in Q4 2016. 153 funds tracked by Wall St. Rank hold IYJ as of Q4 2018.

Vontobel Swiss Wealth Advisors reported no remaining iShares US Industrials ETF position as of Q4 2018 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 41,724 iShares US Industrials ETF shares in Q4 2018, an estimated $3.26M.
Vontobel Swiss Wealth Advisors first reported a position in iShares US Industrials ETF in Q4 2016 and held it in 8 quarters.
Vontobel Swiss Wealth Advisors's iShares US Industrials ETF position peaked at $7.96M in Q4 2016.
153 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2018.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.