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Global Trust Asset Management’s iShares Dow Jones US ETF IYY Stock Holding History

Global Trust 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
2018
Q4 		– Sell
-16
Closed -$1K – 427
2018
Q3 		$1K Hold
16
– – ﹤0.01% 403
2018
Q2 		$1K Hold
16
– – ﹤0.01% 376
2018
Q1 		$1K Hold
16
– – ﹤0.01% 364
2017
Q4 		$1K Buy
+16
New +$1.04K ﹤0.01% 376

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Global Trust Asset Management's IYY Position: Q4 2018 in Review

Global Trust Asset Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2018, closing a stake of 16 shares — an estimated $1K sold.

Global Trust Asset Management first reported a position in IYY in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 137 funds tracked by Wall St. Rank hold IYY as of Q4 2018.

  • Global Trust Asset Management reported no remaining iShares Dow Jones US ETF position as of Q4 2018 after selling out during the quarter.
  • Global Trust Asset Management sold 16 iShares Dow Jones US ETF shares in Q4 2018, an estimated $1K.
  • Global Trust Asset Management first reported a position in iShares Dow Jones US ETF in Q4 2017 and held it in 4 quarters.
  • Global Trust Asset Management's iShares Dow Jones US ETF position peaked at $1K in Q3 2018.
  • 137 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2018.

Based on Global Trust Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.