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East Coast Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

East Coast Asset Management’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
2013
Q3 		– Sell
-920
Closed -$37K – 233
2013
Q2 		$37K Buy
+920
New +$37.3K 0.02% 252

Other funds holding IYY

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SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

East Coast Asset Management's IYY Position: Q3 2013 in Review

East Coast Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2013, closing a stake of 920 shares — an estimated $37K sold.

East Coast Asset Management first reported a position in IYY in Q2 2013 and held it in 1 quarter. The position peaked at $37K in Q2 2013. 65 funds tracked by Wall St. Rank hold IYY as of Q3 2013.

  • East Coast Asset Management reported no remaining iShares Dow Jones US ETF position as of Q3 2013 after selling out during the quarter.
  • East Coast Asset Management sold 920 iShares Dow Jones US ETF shares in Q3 2013, an estimated $37K.
  • East Coast Asset Management first reported a position in iShares Dow Jones US ETF in Q2 2013 and held it in 1 quarter.
  • East Coast Asset Management's iShares Dow Jones US ETF position peaked at $37K in Q2 2013.
  • 65 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2013.

Based on East Coast Asset Management's 13F filing for Q3 2013, filed 14 Nov 2013.