Pekin Hardy Strauss’s iShares Dow Jones US ETF IYY Stock Holding History

Pekin Hardy Strauss’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
2015 Q1	–	Sell	-26,142	Closed	-$1.35M	–	201
2014 Q4	$1.35M	Buy	+26,142	New	+$1.32M	0.2%	94

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

LWA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pekin Hardy Strauss's IYY Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of iShares Dow Jones US ETF (IYY) in Q1 2015, closing a stake of 26,142 shares — an estimated $1.35M sold.

Pekin Hardy Strauss first reported a position in IYY in Q4 2014 and held it in 1 quarter. The position peaked at $1.35M in Q4 2014. 95 funds tracked by Wall St. Rank hold IYY as of Q1 2015.

Pekin Hardy Strauss reported no remaining iShares Dow Jones US ETF position as of Q1 2015 after selling out during the quarter.
Pekin Hardy Strauss sold 26,142 iShares Dow Jones US ETF shares in Q1 2015, an estimated $1.35M.
Pekin Hardy Strauss first reported a position in iShares Dow Jones US ETF in Q4 2014 and held it in 1 quarter.
Pekin Hardy Strauss's iShares Dow Jones US ETF position peaked at $1.35M in Q4 2014.
95 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.