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Crosspoint Capital Strategies’s iShares Dow Jones US ETF IYY Stock Holding History

Crosspoint Capital Strategies’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
-600
Closed -$31K – 487
2015
Q4 		$31K Buy
+600
New +$30.9K 0.01% 513

Other funds holding IYY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
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

Crosspoint Capital Strategies's IYY Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares Dow Jones US ETF (IYY) in Q1 2016, closing a stake of 600 shares — an estimated $31K sold.

Crosspoint Capital Strategies first reported a position in IYY in Q4 2015 and held it in 1 quarter. The position peaked at $31K in Q4 2015. 104 funds tracked by Wall St. Rank hold IYY as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares Dow Jones US ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 600 iShares Dow Jones US ETF shares in Q1 2016, an estimated $31K.
  • Crosspoint Capital Strategies first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 1 quarter.
  • Crosspoint Capital Strategies's iShares Dow Jones US ETF position peaked at $31K in Q4 2015.
  • 104 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.