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Whitebox Advisors’s iShares US Technology ETF IYW Stock Holding History

Whitebox 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
2013
Q3 		– Sell
-588,332
Closed -$10.8M – 380
2013
Q2 		$10.8M Buy
+588,332
New +$10.9M 0.57% 36

Other funds holding IYW

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
PI
Placemark Investments Chicago, Illinois $5.66B AUM 10.93% 1-Year Est. Return

Whitebox Advisors's IYW Position: Q3 2013 in Review

Whitebox Advisors sold out of iShares US Technology ETF (IYW) in Q3 2013, closing a stake of 588,332 shares — an estimated $10.8M sold.

Whitebox Advisors first reported a position in IYW in Q2 2013 and held it in 1 quarter. The position peaked at $10.8M in Q2 2013. 149 funds tracked by Wall St. Rank hold IYW as of Q3 2013.

  • Whitebox Advisors reported no remaining iShares US Technology ETF position as of Q3 2013 after selling out during the quarter.
  • Whitebox Advisors sold 588,332 iShares US Technology ETF shares in Q3 2013, an estimated $10.8M.
  • Whitebox Advisors first reported a position in iShares US Technology ETF in Q2 2013 and held it in 1 quarter.
  • Whitebox Advisors's iShares US Technology ETF position peaked at $10.8M in Q2 2013.
  • 149 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2013.

Based on Whitebox Advisors's 13F filing for Q3 2013, filed 14 Nov 2013.