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

CT Financial 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
Q3 		– Sell
-20
Closed -$1.05K – 659
2016
Q2 		$1.05K Buy
+20
New +$1.03K ﹤0.01% 580

Other funds holding IYY

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

CT Financial Advisors's IYY Position: Q3 2016 in Review

CT Financial Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2016, closing a stake of 20 shares — an estimated $1.05K sold.

CT Financial Advisors first reported a position in IYY in Q2 2016 and held it in 1 quarter. The position peaked at $1.05K in Q2 2016. 105 funds tracked by Wall St. Rank hold IYY as of Q3 2016.

  • CT Financial Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2016 after selling out during the quarter.
  • CT Financial Advisors sold 20 iShares Dow Jones US ETF shares in Q3 2016, an estimated $1.05K.
  • CT Financial Advisors first reported a position in iShares Dow Jones US ETF in Q2 2016 and held it in 1 quarter.
  • CT Financial Advisors's iShares Dow Jones US ETF position peaked at $1.05K in Q2 2016.
  • 105 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2016.

Based on CT Financial Advisors's 13F filing for Q3 2016, filed 12 Oct 2016.