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Parkside Financial Bank & Trust’s iShares Morningstar Multi-Asset Income ETF IYLD Stock Holding History

Parkside Financial Bank & Trust’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
2017
Q1 		– Sell
-200
Closed -$5K – 1435
2016
Q4 		$5K Buy
+200
New +$4.88K ﹤0.01% 824

Other funds holding IYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Parkside Financial Bank & Trust's IYLD Position: Q1 2017 in Review

Parkside Financial Bank & Trust sold out of iShares Morningstar Multi-Asset Income ETF (IYLD) in Q1 2017, closing a stake of 200 shares — an estimated $5K sold.

Parkside Financial Bank & Trust first reported a position in IYLD in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 40 funds tracked by Wall St. Rank hold IYLD as of Q1 2017.

  • Parkside Financial Bank & Trust reported no remaining iShares Morningstar Multi-Asset Income ETF position as of Q1 2017 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 200 iShares Morningstar Multi-Asset Income ETF shares in Q1 2017, an estimated $5K.
  • Parkside Financial Bank & Trust first reported a position in iShares Morningstar Multi-Asset Income ETF in Q4 2016 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's iShares Morningstar Multi-Asset Income ETF position peaked at $5K in Q4 2016.
  • 40 funds tracked by Wall St. Rank held iShares Morningstar Multi-Asset Income ETF as of Q1 2017.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2017, filed 5 May 2017.