J.P. Turner & Co Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History
Bought
Maintained
Sold
Other funds holding IYY
SC
LWA
AAC
J.P. Turner & Co Capital Management's IYY Position: Q3 2015 in Review
J.P. Turner & Co Capital Management reduced its iShares Dow Jones US ETF (IYY) stake by 3.9% in Q3 2015, selling an estimated $29K and leaving 14,020 shares worth $668K. The position accounts for 0.69% of the portfolio, ranked #42.
J.P. Turner & Co Capital Management first reported a position in IYY in Q4 2014 and has held it in 4 quarters since. The position peaked at $767K in Q2 2015. 98 funds tracked by Wall St. Rank hold IYY as of Q3 2015.
- J.P. Turner & Co Capital Management held 14,020 shares of iShares Dow Jones US ETF worth $668K as of Q3 2015.
- J.P. Turner & Co Capital Management sold 566 iShares Dow Jones US ETF shares in Q3 2015, an estimated $29K.
- iShares Dow Jones US ETF made up 0.69% of J.P. Turner & Co Capital Management's portfolio in Q3 2015, its #42 holding.
- J.P. Turner & Co Capital Management first reported a position in iShares Dow Jones US ETF in Q4 2014 and has held it in 4 quarters since.
- J.P. Turner & Co Capital Management's iShares Dow Jones US ETF position peaked at $767K in Q2 2015.
- 98 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2015.
Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.