MUFG Americas’s iShares Dow Jones US ETF IYY Stock Holding History

MUFG Americas’s Portfolio IYY Stock Details IYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-500	Closed	-$25K	–	1277
2014 Q3	$25K	Hold	500	–	–	﹤0.01%	782
2014 Q2	$25K	Hold	500	–	–	﹤0.01%	802
2014 Q1	$24K	Hold	500	–	–	﹤0.01%	792
2013 Q4	$23K	Buy	+500	New	+$22.4K	﹤0.01%	813

Other funds holding IYY

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

LWA

Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MUFG Americas's IYY Position: Q4 2014 in Review

MUFG Americas sold out of iShares Dow Jones US ETF (IYY) in Q4 2014, closing a stake of 500 shares — an estimated $25K sold.

MUFG Americas first reported a position in IYY in Q4 2013 and held it in 4 quarters. The position peaked at $25K in Q3 2014. 101 funds tracked by Wall St. Rank hold IYY as of Q4 2014.

MUFG Americas reported no remaining iShares Dow Jones US ETF position as of Q4 2014 after selling out during the quarter.
MUFG Americas sold 500 iShares Dow Jones US ETF shares in Q4 2014, an estimated $25K.
MUFG Americas first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 4 quarters.
MUFG Americas's iShares Dow Jones US ETF position peaked at $25K in Q3 2014.
101 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2014.

Based on MUFG Americas's 13F filing for Q4 2014, filed 13 Feb 2015.