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IYLD icon

Krilogy Financial’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Krilogy Financial’s Portfolio IYLD Stock Details IYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-550
Closed -$14K – 752
2016
Q2 		$14K Hold
550
– – ﹤0.01% 483
2016
Q1 		$13K Sell
550
-600
-52% -$13.8K 0.01% 446
2015
Q4 		$27K Sell
1,150
-1,100
-49% -$26.1K 0.03% 182
2015
Q3 		$53K Buy
+2,250
New +$54.4K 0.03% 194

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Krilogy Financial's IYLD Position: Q3 2016 in Review

Krilogy Financial sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q3 2016, closing a stake of 550 shares — an estimated $14K sold.

Krilogy Financial first reported a position in IYLD in Q3 2015 and held it in 4 quarters. The position peaked at $53K in Q3 2015. 44 funds tracked by Wall St. Rank hold IYLD as of Q3 2016.

  • Krilogy Financial reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q3 2016 after selling out during the quarter.
  • Krilogy Financial sold 550 iShares Morningstar Multi-Asset Income ETF shares in Q3 2016, an estimated $14K.
  • Krilogy Financial first reported a position in iShares Morningstar Multi-Asset Income ETF in Q3 2015 and held it in 4 quarters.
  • Krilogy Financial's iShares Morningstar Multi-Asset Income ETF position peaked at $53K in Q3 2015.
  • 44 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q3 2016.

Based on Krilogy Financial's 13F filing for Q3 2016, filed 15 Nov 2016.