Benchmark Capital Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Benchmark Capital Advisors’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
2018 Q4	–	Sell	-2,880	Closed	-$210K	–	125
2018 Q3	$210K	Sell	2,880 -120	-4%	-$8.57K	0.16%	112
2018 Q2	$205K	Buy	+3,000	New	+$203K	0.16%	115
2018 Q1	–	Sell	-3,000	Closed	-$200K	–	133
2017 Q4	$200K	Buy	+3,000	New	+$195K	0.16%	118
2014 Q2	–	Sell	-4,400	Closed	-$209K	–	129
2014 Q1	$209K	Hold	4,400	–	–	0.15%	112
2013 Q4	$205K	Buy	+4,400	New	+$197K	0.14%	113
2013 Q3	–	Sell	-11,400	Closed	-$460K	–	134
2013 Q2	$460K	Buy	+11,400	New	+$462K	0.35%	85

Other funds holding IYY

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Benchmark Capital Advisors's IYY Position: Q4 2018 in Review

Benchmark Capital Advisors sold out of iShares Dow Jones US ETF (IYY) in Q4 2018, closing a stake of 2,880 shares — an estimated $210K sold.

Benchmark Capital Advisors first reported a position in IYY in Q2 2013 and held it in 6 quarters. The position peaked at $460K in Q2 2013. 137 funds tracked by Wall St. Rank hold IYY as of Q4 2018.

Benchmark Capital Advisors reported no remaining iShares Dow Jones US ETF position as of Q4 2018 after selling out during the quarter.
Benchmark Capital Advisors sold 2,880 iShares Dow Jones US ETF shares in Q4 2018, an estimated $210K.
Benchmark Capital Advisors first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 6 quarters.
Benchmark Capital Advisors's iShares Dow Jones US ETF position peaked at $460K in Q2 2013.
137 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.