High Falls Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

High Falls Advisors’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
2016 Q3	–	Sell	-800	Closed	-$41K	–	116
2016 Q2	$41K	Hold	800	–	–	0.01%	110
2016 Q1	$41K	Hold	800	–	–	0.01%	113
2015 Q4	$41K	Buy	+800	New	+$41.2K	0.01%	110

Other funds holding IYY

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

High Falls Advisors's IYY Position: Q3 2016 in Review

High Falls Advisors sold out of iShares Dow Jones US ETF (IYY) in Q3 2016, closing a stake of 800 shares — an estimated $41K sold.

High Falls Advisors first reported a position in IYY in Q4 2015 and held it in 3 quarters. The position peaked at $41K in Q2 2016. 105 funds tracked by Wall St. Rank hold IYY as of Q3 2016.

High Falls Advisors reported no remaining iShares Dow Jones US ETF position as of Q3 2016 after selling out during the quarter.
High Falls Advisors sold 800 iShares Dow Jones US ETF shares in Q3 2016, an estimated $41K.
High Falls Advisors first reported a position in iShares Dow Jones US ETF in Q4 2015 and held it in 3 quarters.
High Falls Advisors's iShares Dow Jones US ETF position peaked at $41K in Q2 2016.
105 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2016.

Based on High Falls Advisors's 13F filing for Q3 2016, filed 16 Nov 2016.