Intersect Capital’s iShares Dow Jones US ETF IYY Stock Holding History

Intersect Capital’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
2017 Q2	–	Sell	-5,294	Closed	-$241K	–	112
2017 Q1	$241K	Hold	5,294	–	–	0.21%	76
2016 Q4	$235K	Buy	5,294 +2	+0%	+$110	0.18%	85
2016 Q3	$227K	Sell	5,292 -5,354	-50%	-$290K	0.18%	85
2016 Q2	$454K	Hold	10,646	–	–	0.27%	67
2016 Q1	$435K	Buy	10,646 +4,714	+79%	+$229K	0.27%	68
2015 Q4	$223K	Buy	5,932 +2	+0%	+$103	0.19%	85
2015 Q3	$216K	Buy	5,930 +2	+0%	+$102	0.2%	84
2015 Q2	$223K	Buy	5,928 +380	+7%	+$20.2K	0.19%	93
2015 Q1	$217K	Buy	5,548 +4	+0.1%	+$208	0.17%	90
2014 Q4	$220K	Buy	+5,544	New	+$280K	0.18%	86

Other funds holding IYY

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

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

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

LWA

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

Intersect Capital's IYY Position: Q2 2017 in Review

Intersect Capital sold out of iShares Dow Jones US ETF (IYY) in Q2 2017, closing a stake of 5,294 shares — an estimated $241K sold.

Intersect Capital first reported a position in IYY in Q4 2014 and held it in 10 quarters. The position peaked at $454K in Q2 2016. 113 funds tracked by Wall St. Rank hold IYY as of Q2 2017.

Intersect Capital reported no remaining iShares Dow Jones US ETF position as of Q2 2017 after selling out during the quarter.
Intersect Capital sold 5,294 iShares Dow Jones US ETF shares in Q2 2017, an estimated $241K.
Intersect Capital first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 10 quarters.
Intersect Capital's iShares Dow Jones US ETF position peaked at $454K in Q2 2016.
113 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2017.

Based on Intersect Capital's 13F filing for Q2 2017, filed 7 Aug 2017.