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

Cambridge 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
2016 Q1	–	Sell	-8,520	Closed	-$320K	–	133
2015 Q4	$320K	Hold	8,520	–	–	0.18%	105
2015 Q3	$310K	Hold	8,520	–	–	0.18%	103
2015 Q2	$320K	Buy	8,520 +560	+7%	+$29.8K	0.18%	101
2015 Q1	$310K	Hold	7,960	–	–	0.18%	97
2014 Q4	$316K	Buy	+7,960	New	+$402K	0.19%	99

Other funds holding IYY

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

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

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Cambridge Advisors's IYY Position: Q1 2016 in Review

Cambridge Advisors sold out of iShares Dow Jones US ETF (IYY) in Q1 2016, closing a stake of 8,520 shares — an estimated $320K sold.

Cambridge Advisors first reported a position in IYY in Q4 2014 and held it in 5 quarters. The position peaked at $320K in Q4 2015. 104 funds tracked by Wall St. Rank hold IYY as of Q1 2016.

Cambridge Advisors reported no remaining iShares Dow Jones US ETF position as of Q1 2016 after selling out during the quarter.
Cambridge Advisors sold 8,520 iShares Dow Jones US ETF shares in Q1 2016, an estimated $320K.
Cambridge Advisors first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 5 quarters.
Cambridge Advisors's iShares Dow Jones US ETF position peaked at $320K in Q4 2015.
104 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2016.

Based on Cambridge Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.