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Centaurus Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Centaurus Financial’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-208
Closed -$5K – 1307
2018
Q2 		$5K Buy
+208
New +$5.14K ﹤0.01% 1791

Other funds holding IYLD

CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SAM
Stringer Asset Management Memphis, Tennessee $64.2M AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's IYLD Position: Q3 2018 in Review

Centaurus Financial sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2018, closing a stake of 208 shares — an estimated $5K sold.

Centaurus Financial first reported a position in IYLD in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 54 funds tracked by Wall St. Rank hold IYLD as of Q3 2018.

  • Centaurus Financial reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2018 after selling out during the quarter.
  • Centaurus Financial sold 208 iShares Morningstar Multi-Asset Income ETF shares in Q3 2018, an estimated $5K.
  • Centaurus Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q2 2018 and held it in 1 quarter.
  • Centaurus Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $5K in Q2 2018.
  • 54 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.