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One Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

One Capital Management’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
-892
Closed -$44K – 313
2014
Q3 		$44K Buy
+892
New +$44.5K 0.02% 249

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

One Capital Management's IYY Position: Q4 2014 in Review

One Capital Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2014, closing a stake of 892 shares — an estimated $44K sold.

One Capital Management first reported a position in IYY in Q3 2014 and held it in 1 quarter. The position peaked at $44K in Q3 2014. 101 funds tracked by Wall St. Rank hold IYY as of Q4 2014.

  • One Capital Management reported no remaining iShares Dow Jones US ETF position as of Q4 2014 after selling out during the quarter.
  • One Capital Management sold 892 iShares Dow Jones US ETF shares in Q4 2014, an estimated $44K.
  • One Capital Management first reported a position in iShares Dow Jones US ETF in Q3 2014 and held it in 1 quarter.
  • One Capital Management's iShares Dow Jones US ETF position peaked at $44K in Q3 2014.
  • 101 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2014.

Based on One Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.