SG Americas Securities
IYY icon

SG Americas Securities’s iShares Dow Jones US ETF IYY Stock Holding History

SG Americas Securities’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
2017
Q4 		– Sell
-10,252
Closed -$646K – 3426
2017
Q3 		$646K Sell
10,252
-59,922
-85% -$3.7M 0.01% 1607
2017
Q2 		$4.26M Buy
70,174
+1,038
+2% +$62.4K 0.04% 461
2017
Q1 		$4.09M Sell
69,136
-2,800
-4% -$163K 0.04% 477
2016
Q4 		$4.03M Buy
+71,936
New +$3.94M 0.03% 558
2014
Q4 		– Sell
-54,400
Closed -$2.7M – 3256
2014
Q3 		$2.7M Buy
+54,400
New +$2.71M 0.02% 759

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

SG Americas Securities's IYY Position: Q4 2017 in Review

SG Americas Securities sold out of iShares Dow Jones US ETF (IYY) in Q4 2017, closing a stake of 10,252 shares — an estimated $646K sold.

SG Americas Securities first reported a position in IYY in Q3 2014 and held it in 5 quarters. The position peaked at $4.26M in Q2 2017. 124 funds tracked by Wall St. Rank hold IYY as of Q4 2017.

  • SG Americas Securities reported no remaining iShares Dow Jones US ETF position as of Q4 2017 after selling out during the quarter.
  • SG Americas Securities sold 10,252 iShares Dow Jones US ETF shares in Q4 2017, an estimated $646K.
  • SG Americas Securities first reported a position in iShares Dow Jones US ETF in Q3 2014 and held it in 5 quarters.
  • SG Americas Securities's iShares Dow Jones US ETF position peaked at $4.26M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2017.

Based on SG Americas Securities's 13F filing for Q4 2017, filed 24 Jan 2018.