Independence Trust’s Eli Lilly LLY Stock Holding History

Independence Trust’s Portfolio LLY Stock Details LLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-6,420	Closed	-$536K	–	113
2015 Q2	$536K	Buy	+6,420	New	+$489K	0.36%	50

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Independence Trust's LLY Position: Q3 2015 in Review

Independence Trust sold out of Eli Lilly (LLY) in Q3 2015, closing a stake of 6,420 shares — an estimated $536K sold.

Independence Trust first reported a position in LLY in Q2 2015 and held it in 1 quarter. The position peaked at $536K in Q2 2015. 1,147 funds tracked by Wall St. Rank hold LLY as of Q3 2015.

Independence Trust reported no remaining Eli Lilly position as of Q3 2015 after selling out during the quarter.
Independence Trust sold 6,420 Eli Lilly shares in Q3 2015, an estimated $536K.
Independence Trust first reported a position in Eli Lilly in Q2 2015 and held it in 1 quarter.
Independence Trust's Eli Lilly position peaked at $536K in Q2 2015.
1,147 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2015.

Based on Independence Trust's 13F filing for Q3 2015, filed 16 Oct 2015.