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Simply Money Advisors’s Eli Lilly LLY Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-875
Closed -$43K – 259
2013
Q2 		$43K Buy
+875
New +$47.6K 0.01% 73

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simply Money Advisors's LLY Position: Q3 2013 in Review

Simply Money Advisors sold out of Eli Lilly (LLY) in Q3 2013, closing a stake of 875 shares — an estimated $43K sold.

Simply Money Advisors first reported a position in LLY in Q2 2013 and held it in 1 quarter. The position peaked at $43K in Q2 2013. 973 funds tracked by Wall St. Rank hold LLY as of Q3 2013.

  • Simply Money Advisors reported no remaining Eli Lilly position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 875 Eli Lilly shares in Q3 2013, an estimated $43K.
  • Simply Money Advisors first reported a position in Eli Lilly in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Eli Lilly position peaked at $43K in Q2 2013.
  • 973 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.