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FDx Advisors’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

FDx Advisors’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
2018
Q1 		– Sell
-30,848
Closed -$797K – 1214
2017
Q4 		$797K Buy
30,848
+1,530
+5% +$39.3K 0.02% 627
2017
Q3 		$759K Buy
29,318
+3,211
+12% +$82.3K 0.02% 629
2017
Q2 		$669K Buy
26,107
+689
+3% +$17.5K 0.02% 662
2017
Q1 		$640K Buy
25,418
+2,330
+10% +$57.7K 0.02% 691
2016
Q4 		$561K Buy
+23,088
New +$564K 0.02% 728

Other funds holding IYLD

RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

FDx Advisors's IYLD Position: Q1 2018 in Review

FDx Advisors sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2018, closing a stake of 30,848 shares — an estimated $797K sold.

FDx Advisors first reported a position in IYLD in Q4 2016 and held it in 5 quarters. The position peaked at $797K in Q4 2017. 55 funds tracked by Wall St. Rank hold IYLD as of Q1 2018.

  • FDx Advisors reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2018 after selling out during the quarter.
  • FDx Advisors sold 30,848 iShares Morningstar Multi-Asset Income ETF shares in Q1 2018, an estimated $797K.
  • FDx Advisors first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and held it in 5 quarters.
  • FDx Advisors's iShares Morningstar Multi-Asset Income ETF position peaked at $797K in Q4 2017.
  • 55 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2018.

Based on FDx Advisors's 13F filing for Q1 2018, filed 2 May 2018.