Founders Bank & Trust’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Founders Bank & Trust’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
2014 Q4	$98K	Buy	+3,815	New	+$99.5K	0.05%	147

Other funds holding IYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PFPT

Pinnacle Financial Partners (Tennessee) Nashville, Tennessee $4.18B AUM 16.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

VFS

VSR Financial Services Overland Park, Kansas $607M AUM 0.85% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Founders Bank & Trust's IYLD Position: Q4 2014 in Review

Founders Bank & Trust opened a new position in iShares Morningstar Multi-Asset Income ETF (IYLD) in Q4 2014: 3,815 shares worth $98K. The stake represents 0.05% of the portfolio and ranks #147 among its holdings.

32 funds tracked by Wall St. Rank hold IYLD as of Q4 2014.

Founders Bank & Trust held 3,815 shares of iShares Morningstar Multi-Asset Income ETF worth $98K as of Q4 2014.
iShares Morningstar Multi-Asset Income ETF was a new Founders Bank & Trust position in Q4 2014.
iShares Morningstar Multi-Asset Income ETF made up 0.05% of Founders Bank & Trust's portfolio in Q4 2014, its #147 holding.
32 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.