Investors Capital Advisory Services’s Eli Lilly LLY Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$2.18M	Sell	27,675 -274	-1%	-$20.6K	0.42%	52
2016 Q1	$2.01M	Buy	27,949 +807	+3%	+$61.1K	0.4%	52
2015 Q4	$2.29M	Buy	27,142 +806	+3%	+$66.9K	0.44%	43
2015 Q3	$2.2M	Buy	26,336 +15,244	+137%	+$1.29M	0.44%	38
2015 Q2	$925K	Sell	11,092 -305	-3%	-$23.2K	0.17%	167
2015 Q1	$827K	Sell	11,397 -71	-0.6%	-$5.05K	0.15%	190
2014 Q4	$790K	Buy	11,468 +1,575	+16%	+$106K	0.15%	191
2014 Q3	$640K	Sell	9,893 -730	-7%	-$46.2K	0.13%	231
2014 Q2	$659K	Sell	10,623 -2,431	-19%	-$145K	0.11%	280
2014 Q1	$767K	Sell	13,054 -2,339	-15%	-$131K	0.17%	184
2013 Q4	$784K	Buy	15,393 +394	+3%	+$19.7K	0.18%	160
2013 Q3	$754K	Sell	14,999 -833	-5%	-$43.6K	0.19%	146
2013 Q2	$777K	Buy	+15,832	New	+$861K	0.24%	116

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Investors Capital Advisory Services's LLY Position: Q2 2016 in Review

Investors Capital Advisory Services reduced its Eli Lilly (LLY) stake by 0.98% in Q2 2016, selling an estimated $20.6K and leaving 27,675 shares worth $2.18M. The position accounts for 0.42% of the portfolio, ranked #52.

Investors Capital Advisory Services first reported a position in LLY in Q2 2013 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2015. 1,179 funds tracked by Wall St. Rank hold LLY as of Q2 2016.

Investors Capital Advisory Services held 27,675 shares of Eli Lilly worth $2.18M as of Q2 2016.
Investors Capital Advisory Services sold 274 Eli Lilly shares in Q2 2016, an estimated $20.6K.
Eli Lilly made up 0.42% of Investors Capital Advisory Services's portfolio in Q2 2016, its #52 holding.
Investors Capital Advisory Services first reported a position in Eli Lilly in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Eli Lilly position peaked at $2.29M in Q4 2015.
1,179 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.