1832 Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

1832 Asset Management’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-60	Closed	-$3K	–	759
2016 Q3	$3K	Buy	+60	New	+$3.25K	﹤0.01%	643
2014 Q3	–	Sell	-1,200	Closed	-$59K	–	635
2014 Q2	$59K	Buy	+1,200	New	+$57.7K	﹤0.01%	499

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

1832 Asset Management's IYY Position: Q4 2016 in Review

1832 Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2016, closing a stake of 60 shares — an estimated $3K sold.

1832 Asset Management first reported a position in IYY in Q2 2014 and held it in 2 quarters. The position peaked at $59K in Q2 2014. 107 funds tracked by Wall St. Rank hold IYY as of Q4 2016.

1832 Asset Management reported no remaining iShares Dow Jones US ETF position as of Q4 2016 after selling out during the quarter.
1832 Asset Management sold 60 iShares Dow Jones US ETF shares in Q4 2016, an estimated $3K.
1832 Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2014 and held it in 2 quarters.
1832 Asset Management's iShares Dow Jones US ETF position peaked at $59K in Q2 2014.
107 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2016.

Based on 1832 Asset Management's 13F filing for Q4 2016, filed 14 Feb 2017.