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Community Financial System’s iShares Dow Jones US ETF IYY Stock Holding History

Community Financial System’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
2014
Q3 		– Sell
-104
Closed -$5K – 391
2014
Q2 		$5K Hold
104
– – ﹤0.01% 350
2014
Q1 		$5K Hold
104
– – ﹤0.01% 378
2013
Q4 		$5K Buy
+104
New +$4.66K ﹤0.01% 364

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Community Financial System's IYY Position: Q3 2014 in Review

Community Financial System sold out of iShares Dow Jones US ETF (IYY) in Q3 2014, closing a stake of 104 shares — an estimated $5K sold.

Community Financial System first reported a position in IYY in Q4 2013 and held it in 3 quarters. The position peaked at $5K in Q2 2014. 96 funds tracked by Wall St. Rank hold IYY as of Q3 2014.

  • Community Financial System reported no remaining iShares Dow Jones US ETF position as of Q3 2014 after selling out during the quarter.
  • Community Financial System sold 104 iShares Dow Jones US ETF shares in Q3 2014, an estimated $5K.
  • Community Financial System first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 3 quarters.
  • Community Financial System's iShares Dow Jones US ETF position peaked at $5K in Q2 2014.
  • 96 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.