WCF
IYJ icon

West Coast Financial’s iShares US Industrials ETF IYJ Stock Holding History

West Coast Financial’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
Q3 		– Sell
-4,454
Closed -$245K – 140
2016
Q2 		$245K Buy
+4,454
New +$242K 0.09% 94

Other funds holding IYJ

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 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

West Coast Financial's IYJ Position: Q3 2016 in Review

West Coast Financial sold out of iShares US Industrials ETF (IYJ) in Q3 2016, closing a stake of 4,454 shares — an estimated $245K sold.

West Coast Financial first reported a position in IYJ in Q2 2016 and held it in 1 quarter. The position peaked at $245K in Q2 2016. 111 funds tracked by Wall St. Rank hold IYJ as of Q3 2016.

  • West Coast Financial reported no remaining iShares US Industrials ETF position as of Q3 2016 after selling out during the quarter.
  • West Coast Financial sold 4,454 iShares US Industrials ETF shares in Q3 2016, an estimated $245K.
  • West Coast Financial first reported a position in iShares US Industrials ETF in Q2 2016 and held it in 1 quarter.
  • West Coast Financial's iShares US Industrials ETF position peaked at $245K in Q2 2016.
  • 111 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q3 2016.

Based on West Coast Financial's 13F filing for Q3 2016, filed 24 Oct 2016.