Winfield Associates’s iShares US Industrials ETF IYJ Stock Holding History

Winfield Associates’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 Q1	–	Sell	-420	Closed	-$31K	–	380
2017 Q4	$31K	Hold	420	–	–	0.02%	236
2017 Q3	$29K	Hold	420	–	–	0.02%	242
2017 Q2	$28K	Hold	420	–	–	0.02%	242
2017 Q1	$26K	Hold	420	–	–	0.01%	237
2016 Q4	$25K	Sell	420 -100	-19%	-$5.85K	0.02%	237
2016 Q3	$30K	Hold	520	–	–	0.02%	214
2016 Q2	$29K	Hold	520	–	–	0.02%	216
2016 Q1	$28K	Hold	520	–	–	0.02%	206
2015 Q4	$27K	Sell	520 -200	-28%	-$10.4K	0.02%	198
2015 Q3	$35K	Hold	720	–	–	0.03%	176
2015 Q2	$38K	Buy	720 +200	+38%	+$10.9K	0.03%	176
2015 Q1	$28K	Hold	520	–	–	0.02%	188
2014 Q4	$28K	Hold	520	–	–	0.02%	188
2014 Q3	$26K	Hold	520	–	–	0.02%	188
2014 Q2	$26K	Hold	520	–	–	0.02%	197
2014 Q1	$26K	Hold	520	–	–	0.02%	188
2013 Q4	$26K	Buy	+520	New	+$24.8K	0.02%	191

Other funds holding IYJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NEIRG

New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

RJA

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

Winfield Associates's IYJ Position: Q1 2018 in Review

Winfield Associates sold out of iShares US Industrials ETF (IYJ) in Q1 2018, closing a stake of 420 shares — an estimated $31K sold.

Winfield Associates first reported a position in IYJ in Q4 2013 and held it in 17 quarters. The position peaked at $38K in Q2 2015. 162 funds tracked by Wall St. Rank hold IYJ as of Q1 2018.

Winfield Associates reported no remaining iShares US Industrials ETF position as of Q1 2018 after selling out during the quarter.
Winfield Associates sold 420 iShares US Industrials ETF shares in Q1 2018, an estimated $31K.
Winfield Associates first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 17 quarters.
Winfield Associates's iShares US Industrials ETF position peaked at $38K in Q2 2015.
162 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.