MGO One Seven’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

MGO One Seven’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
2019 Q1	–	Sell	-400	Closed	-$9K	–	1036
2018 Q4	$9K	Buy	+400	New	+$9.55K	﹤0.01%	1174
2018 Q1	$10K	Hold	400	–	–	﹤0.01%	1103
2017 Q4	$10K	Buy	+400	New	+$10.3K	﹤0.01%	1093

Other funds holding IYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MGO One Seven's IYLD Position: Q1 2019 in Review

MGO One Seven sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2019, closing a stake of 400 shares — an estimated $9K sold.

MGO One Seven first reported a position in IYLD in Q4 2017 and held it in 3 quarters. The position peaked at $10K in Q1 2018. 58 funds tracked by Wall St. Rank hold IYLD as of Q1 2019.

MGO One Seven reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2019 after selling out during the quarter.
MGO One Seven sold 400 iShares Morningstar Multi-Asset Income ETF shares in Q1 2019, an estimated $9K.
MGO One Seven first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2017 and held it in 3 quarters.
MGO One Seven's iShares Morningstar Multi-Asset Income ETF position peaked at $10K in Q1 2018.
58 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2019.

Based on MGO One Seven's 13F filing for Q1 2019, filed 9 Apr 2019.