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WealthSource Partners’s iShares US Industrials ETF IYJ Stock Holding History

WealthSource Partners’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
2016
Q4 		– Sell
-4,426
Closed -$253K – 265
2016
Q3 		$253K Buy
+4,426
New +$252K 0.09% 203

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

WealthSource Partners's IYJ Position: Q4 2016 in Review

WealthSource Partners sold out of iShares US Industrials ETF (IYJ) in Q4 2016, closing a stake of 4,426 shares — an estimated $253K sold.

WealthSource Partners first reported a position in IYJ in Q3 2016 and held it in 1 quarter. The position peaked at $253K in Q3 2016. 134 funds tracked by Wall St. Rank hold IYJ as of Q4 2016.

  • WealthSource Partners reported no remaining iShares US Industrials ETF position as of Q4 2016 after selling out during the quarter.
  • WealthSource Partners sold 4,426 iShares US Industrials ETF shares in Q4 2016, an estimated $253K.
  • WealthSource Partners first reported a position in iShares US Industrials ETF in Q3 2016 and held it in 1 quarter.
  • WealthSource Partners's iShares US Industrials ETF position peaked at $253K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q4 2016.

Based on WealthSource Partners's 13F filing for Q4 2016, filed 17 Feb 2017.