Gradient Investments’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Gradient Investments’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
2015 Q1	–	Sell	-1,000	Closed	-$26K	–	678
2014 Q4	$26K	Buy	+1,000	New	+$26.1K	﹤0.01%	288

Other funds holding IYLD

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SCM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PFPT

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

Gradient Investments's IYLD Position: Q1 2015 in Review

Gradient Investments sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2015, closing a stake of 1,000 shares — an estimated $26K sold.

Gradient Investments first reported a position in IYLD in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 39 funds tracked by Wall St. Rank hold IYLD as of Q1 2015.

Gradient Investments reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2015 after selling out during the quarter.
Gradient Investments sold 1,000 iShares Morningstar Multi-Asset Income ETF shares in Q1 2015, an estimated $26K.
Gradient Investments first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2014 and held it in 1 quarter.
Gradient Investments's iShares Morningstar Multi-Asset Income ETF position peaked at $26K in Q4 2014.
39 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2015.

Based on Gradient Investments's 13F filing for Q1 2015, filed 10 Apr 2015.