First Allied Advisory Services’s iShares Dow Jones US ETF IYY Stock Holding History

First Allied Advisory Services’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
2019 Q4	–	Sell	-1,666	Closed	-$122K	–	1417
2019 Q3	$122K	Buy	+1,666	New	+$123K	﹤0.01%	1193
2018 Q3	–	Sell	-2,960	Closed	-$201K	–	1218
2018 Q2	$201K	Sell	2,960 -60	-2%	-$4.07K	0.01%	1053
2018 Q1	$200K	Sell	3,020 -38	-1%	-$2.6K	0.01%	1051
2017 Q4	$206K	Buy	+3,058	New	+$199K	0.01%	1041
2016 Q1	–	Sell	-23,584	Closed	-$1.2M	–	1068
2015 Q4	$1.2M	Buy	+23,584	New	+$1.21M	0.06%	323

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Allied Advisory Services's IYY Position: Q4 2019 in Review

First Allied Advisory Services sold out of iShares Dow Jones US ETF (IYY) in Q4 2019, closing a stake of 1,666 shares — an estimated $122K sold.

First Allied Advisory Services first reported a position in IYY in Q4 2015 and held it in 5 quarters. The position peaked at $1.2M in Q4 2015. 160 funds tracked by Wall St. Rank hold IYY as of Q4 2019.

First Allied Advisory Services reported no remaining iShares Dow Jones US ETF position as of Q4 2019 after selling out during the quarter.
First Allied Advisory Services sold 1,666 iShares Dow Jones US ETF shares in Q4 2019, an estimated $122K.
First Allied Advisory Services first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 5 quarters.
First Allied Advisory Services's iShares Dow Jones US ETF position peaked at $1.2M in Q4 2015.
160 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2019.

Based on First Allied Advisory Services's 13F filing for Q4 2019, filed 10 Feb 2020.