EDRH
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Edmond de Rothschild Holding’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Edmond de Rothschild Holding’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
2017
Q1 		– Sell
-1,250
Closed -$30K – 851
2016
Q4 		$30K Buy
+1,250
New +$30.5K ﹤0.01% 692

Other funds holding IYLD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Edmond de Rothschild Holding's IYLD Position: Q1 2017 in Review

Edmond de Rothschild Holding sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2017, closing a stake of 1,250 shares — an estimated $30K sold.

Edmond de Rothschild Holding first reported a position in IYLD in Q4 2016 and held it in 1 quarter. The position peaked at $30K in Q4 2016. 40 funds tracked by Wall St. Rank hold IYLD as of Q1 2017.

  • Edmond de Rothschild Holding reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2017 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 1,250 iShares Morningstar Multi-Asset Income ETF shares in Q1 2017, an estimated $30K.
  • Edmond de Rothschild Holding first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares Morningstar Multi-Asset Income ETF position peaked at $30K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2017.

Based on Edmond de Rothschild Holding's 13F filing for Q1 2017, filed 15 May 2017.