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Independent Portfolio Consultants’s Eli Lilly LLY Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$207K Buy
2,516
+1,396
+125% +$114K 0.09% 284
2017
Q1 		$94K Buy
1,120
+940
+522% +$75.3K 0.03% 460
2016
Q4 		$13K Buy
+180
New +$13.4K ﹤0.01% 680
2015
Q2 		– Sell
-67
Closed -$5K – 961
2015
Q1 		$5K Buy
+67
New +$4.77K ﹤0.01% 770

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Independent Portfolio Consultants's LLY Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Eli Lilly (LLY) stake by 125% in Q2 2017, buying an estimated $114K and bringing the position to 2,516 shares worth $207K. The position accounts for 0.09% of the portfolio, ranked #284.

Independent Portfolio Consultants first reported a position in LLY in Q1 2015 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold LLY as of Q2 2017.

  • Independent Portfolio Consultants held 2,516 shares of Eli Lilly worth $207K as of Q2 2017.
  • Independent Portfolio Consultants bought 1,396 Eli Lilly shares in Q2 2017, an estimated $114K.
  • Eli Lilly made up 0.09% of Independent Portfolio Consultants's portfolio in Q2 2017, its #284 holding.
  • Independent Portfolio Consultants first reported a position in Eli Lilly in Q1 2015 and has held it in 4 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.