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ParenteBeard Wealth Management’s Eli Lilly LLY Stock Holding History

ParenteBeard Wealth 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
2014
Q4 		– Sell
-3,575
Closed -$232K – 109
2014
Q3 		$232K Buy
+3,575
New +$226K 0.1% 104

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Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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

ParenteBeard Wealth Management's LLY Position: Q4 2014 in Review

ParenteBeard Wealth Management sold out of Eli Lilly (LLY) in Q4 2014, closing a stake of 3,575 shares — an estimated $232K sold.

ParenteBeard Wealth Management first reported a position in LLY in Q3 2014 and held it in 1 quarter. The position peaked at $232K in Q3 2014. 1,129 funds tracked by Wall St. Rank hold LLY as of Q4 2014.

  • ParenteBeard Wealth Management reported no remaining Eli Lilly position as of Q4 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 3,575 Eli Lilly shares in Q4 2014, an estimated $232K.
  • ParenteBeard Wealth Management first reported a position in Eli Lilly in Q3 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Eli Lilly position peaked at $232K in Q3 2014.
  • 1,129 funds tracked by Wall St. Rank held Eli Lilly as of Q4 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.