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Lyons Wealth Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Lyons Wealth Management’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-4,921
Closed -$206K – 70
2015
Q4 		$206K Buy
+4,921
New +$204K 0.26% 49

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Lyons Wealth Management's IAI Position: Q1 2016 in Review

Lyons Wealth Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2016, closing a stake of 4,921 shares — an estimated $206K sold.

Lyons Wealth Management first reported a position in IAI in Q4 2015 and held it in 1 quarter. The position peaked at $206K in Q4 2015. 39 funds tracked by Wall St. Rank hold IAI as of Q1 2016.

  • Lyons Wealth Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2016 after selling out during the quarter.
  • Lyons Wealth Management sold 4,921 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2016, an estimated $206K.
  • Lyons Wealth Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2015 and held it in 1 quarter.
  • Lyons Wealth Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $206K in Q4 2015.
  • 39 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2016.

Based on Lyons Wealth Management's 13F filing for Q1 2016, filed 20 May 2016.