BT Wealth Management’s Eli Lilly LLY Stock Holding History

BT Wealth Management’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,776	Closed	-$214K	–	81
2018 Q4	$214K	Buy	+1,776	New	+$198K	0.09%	94

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BT Wealth Management's LLY Position: Q1 2019 in Review

BT Wealth Management sold out of Eli Lilly (LLY) in Q1 2019, closing a stake of 1,776 shares — an estimated $214K sold.

BT Wealth Management first reported a position in LLY in Q4 2018 and held it in 1 quarter. The position peaked at $214K in Q4 2018. 1,604 funds tracked by Wall St. Rank hold LLY as of Q1 2019.

BT Wealth Management reported no remaining Eli Lilly position as of Q1 2019 after selling out during the quarter.
BT Wealth Management sold 1,776 Eli Lilly shares in Q1 2019, an estimated $214K.
BT Wealth Management first reported a position in Eli Lilly in Q4 2018 and held it in 1 quarter.
BT Wealth Management's Eli Lilly position peaked at $214K in Q4 2018.
1,604 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2019.

Based on BT Wealth Management's 13F filing for Q1 2019, filed 15 Apr 2019.