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Vontobel Swiss Wealth Advisors’s iShares US Technology ETF IYW Stock Holding History

Vontobel Swiss Wealth Advisors’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
2015
Q1 		– Sell
-1,800
Closed -$47K – 75
2014
Q4 		$47K Buy
+1,800
New +$45.9K 0.03% 52

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
GA
Giralda Advisors New York $497K AUM 19.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's IYW Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of iShares US Technology ETF (IYW) in Q1 2015, closing a stake of 1,800 shares — an estimated $47K sold.

Vontobel Swiss Wealth Advisors first reported a position in IYW in Q4 2014 and held it in 1 quarter. The position peaked at $47K in Q4 2014. 236 funds tracked by Wall St. Rank hold IYW as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares US Technology ETF position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 1,800 iShares US Technology ETF shares in Q1 2015, an estimated $47K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares US Technology ETF in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares US Technology ETF position peaked at $47K in Q4 2014.
  • 236 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.