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

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

LWA

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

Goldman Sachs New York $1.15T AUM 47.82% 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. 104 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.
104 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.