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Hilltop Holdings’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Hilltop Holdings’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
2018
Q2 		– Sell
-241,363
Closed -$6.03M – 443
2018
Q1 		$6.03M Buy
+241,363
New +$6.09M 1.05% 15

Other funds holding IYLD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Hilltop Holdings's IYLD Position: Q2 2018 in Review

Hilltop Holdings sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q2 2018, closing a stake of 241,363 shares — an estimated $6.03M sold.

Hilltop Holdings first reported a position in IYLD in Q1 2018 and held it in 1 quarter. The position peaked at $6.03M in Q1 2018. 58 funds tracked by Wall St. Rank hold IYLD as of Q2 2018.

  • Hilltop Holdings reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q2 2018 after selling out during the quarter.
  • Hilltop Holdings sold 241,363 iShares Morningstar Multi-Asset Income ETF shares in Q2 2018, an estimated $6.03M.
  • Hilltop Holdings first reported a position in iShares Morningstar Multi-Asset Income ETF in Q1 2018 and held it in 1 quarter.
  • Hilltop Holdings's iShares Morningstar Multi-Asset Income ETF position peaked at $6.03M in Q1 2018.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q2 2018.

Based on Hilltop Holdings's 13F filing for Q2 2018, filed 14 Aug 2018.