Parasol Investment Management’s Eli Lilly LLY Stock Holding History

Parasol Investment Management’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
2017 Q1	$8K	Sell	100 -159	-61%	-$12.7K	0.01%	82
2016 Q4	$19K	Sell	259 -387	-60%	-$28.8K	0.02%	132
2016 Q3	$52K	Hold	646	–	–	0.05%	94
2016 Q2	$51K	Buy	646 +121	+23%	+$9.11K	0.05%	94
2016 Q1	$38K	Buy	525 +125	+31%	+$9.46K	0.04%	100
2015 Q4	$34K	Sell	400 -275	-41%	-$22.8K	0.03%	100
2015 Q3	$56K	Hold	675	–	–	0.05%	85
2015 Q2	$56K	Hold	675	–	–	0.04%	104
2015 Q1	$49K	Hold	675	–	–	0.03%	105
2014 Q4	$47K	Hold	675	–	–	0.03%	119
2014 Q3	$44K	Hold	675	–	–	0.03%	111
2014 Q2	$42K	Hold	675	–	–	0.03%	120
2014 Q1	$40K	Hold	675	–	–	0.03%	100
2013 Q4	$34K	Buy	+675	New	+$33.8K	0.02%	109

Other funds holding LLY

Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parasol Investment Management's LLY Position: Q1 2017 in Review

Parasol Investment Management reduced its Eli Lilly (LLY) stake by 61% in Q1 2017, selling an estimated $12.7K and leaving 100 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #82.

Parasol Investment Management first reported a position in LLY in Q4 2013 and has held it in 14 quarters since. The position peaked at $56K in Q3 2015. 1,249 funds tracked by Wall St. Rank hold LLY as of Q1 2017.

Parasol Investment Management held 100 shares of Eli Lilly worth $8K as of Q1 2017.
Parasol Investment Management sold 159 Eli Lilly shares in Q1 2017, an estimated $12.7K.
Eli Lilly made up 0.01% of Parasol Investment Management's portfolio in Q1 2017, its #82 holding.
Parasol Investment Management first reported a position in Eli Lilly in Q4 2013 and has held it in 14 quarters since.
Parasol Investment Management's Eli Lilly position peaked at $56K in Q3 2015.
1,249 funds tracked by Wall St. Rank held Eli Lilly as of Q1 2017.

Based on Parasol Investment Management's 13F filing for Q1 2017, filed 24 Apr 2017.