Bessemer Group
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Bessemer Group’s iShares Dow Jones US ETF IYY Stock Holding History

Bessemer Group’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
Q2 		– Sell
-396
Closed -$20K – 1375
2016
Q1 		$20K Buy
+396
New +$19.2K ﹤0.01% 1063
2013
Q3 		– Sell
-2,146
Closed -$87K – 1313
2013
Q2 		$87K Buy
+2,146
New +$87K ﹤0.01% 670

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group's IYY Position: Q2 2016 in Review

Bessemer Group sold out of iShares Dow Jones US ETF (IYY) in Q2 2016, closing a stake of 396 shares — an estimated $20K sold.

Bessemer Group first reported a position in IYY in Q2 2013 and held it in 2 quarters. The position peaked at $87K in Q2 2013. 103 funds tracked by Wall St. Rank hold IYY as of Q2 2016.

  • Bessemer Group reported no remaining iShares Dow Jones US ETF position as of Q2 2016 after selling out during the quarter.
  • Bessemer Group sold 396 iShares Dow Jones US ETF shares in Q2 2016, an estimated $20K.
  • Bessemer Group first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 2 quarters.
  • Bessemer Group's iShares Dow Jones US ETF position peaked at $87K in Q2 2013.
  • 103 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2016.

Based on Bessemer Group's 13F filing for Q2 2016, filed 11 Aug 2016.