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Winslow Evans & Crocker’s iShares US Industrials ETF IYJ Stock Holding History

Winslow Evans & Crocker’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
2017
Q1 		– Sell
-1,552
Closed -$93.4K – 1262
2016
Q4 		$93.4K Hold
1,552
– – 0.03% 417
2016
Q3 		$88.6K Hold
1,552
– – 0.03% 429
2016
Q2 		$85.2K Sell
1,552
-10
-0.6% -$543 0.03% 415
2016
Q1 		$83.6K Sell
1,562
-2
-0.1% -$99 0.03% 406
2015
Q4 		$80.4K Hold
1,564
– – 0.02% 441
2015
Q3 		$75.3K Hold
1,564
– – 0.02% 444
2015
Q2 		$82.3K Buy
1,564
+12
+0.8% +$652 0.02% 459
2015
Q1 		$83.6K Hold
1,552
– – 0.02% 453
2014
Q4 		$82.6K Sell
1,552
-18,948
-92% -$985K 0.02% 448
2014
Q3 		$1.04M Buy
20,500
+768
+4% +$39.4K 0.3% 80
2014
Q2 		$1.02M Buy
19,732
+18,090
+1,102% +$922K 0.34% 79
2014
Q1 		$82.6K Sell
1,642
-19,658
-92% -$978K 0.03% 396
2013
Q4 		$1.08M Buy
+21,300
New +$1.02M 0.37% 59

Other funds holding IYJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
MIAN
Mariner Independent Advisor Network Overland Park, Kansas $2.33B AUM 14.85% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return

Winslow Evans & Crocker's IYJ Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of iShares US Industrials ETF (IYJ) in Q1 2017, closing a stake of 1,552 shares — an estimated $93.4K sold.

Winslow Evans & Crocker first reported a position in IYJ in Q4 2013 and held it in 13 quarters. The position peaked at $1.08M in Q4 2013. 128 funds tracked by Wall St. Rank hold IYJ as of Q1 2017.

  • Winslow Evans & Crocker reported no remaining iShares US Industrials ETF position as of Q1 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,552 iShares US Industrials ETF shares in Q1 2017, an estimated $93.4K.
  • Winslow Evans & Crocker first reported a position in iShares US Industrials ETF in Q4 2013 and held it in 13 quarters.
  • Winslow Evans & Crocker's iShares US Industrials ETF position peaked at $1.08M in Q4 2013.
  • 128 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.