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McNamara Financial Services’s Eli Lilly LLY Stock Holding History

McNamara Financial 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
2015
Q1 		– Sell
-640
Closed -$44K – 115
2014
Q4 		$44K Buy
+640
New +$43.2K 0.04% 95

Other funds holding LLY

Lilly Endowment
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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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

McNamara Financial Services's LLY Position: Q1 2015 in Review

McNamara Financial Services sold out of Eli Lilly (LLY) in Q1 2015, closing a stake of 640 shares — an estimated $44K sold.

McNamara Financial Services first reported a position in LLY in Q4 2014 and held it in 1 quarter. The position peaked at $44K in Q4 2014. 1,117 funds tracked by Wall St. Rank hold LLY as of Q1 2015.

  • McNamara Financial Services reported no remaining Eli Lilly position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 640 Eli Lilly shares in Q1 2015, an estimated $44K.
  • McNamara Financial Services first reported a position in Eli Lilly in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Eli Lilly position peaked at $44K in Q4 2014.
  • 1,117 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.