Torch Wealth Management’s iShares Dow Jones US ETF IYY Stock Holding History

Torch Wealth Management’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
2014 Q3	–	Sell	-600	Closed	-$30K	–	175
2014 Q2	$30K	Hold	600	–	–	0.02%	189
2014 Q1	$28K	Buy	+600	New	+$27.9K	0.02%	196

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Torch Wealth Management's IYY Position: Q3 2014 in Review

Torch Wealth Management sold out of iShares Dow Jones US ETF (IYY) in Q3 2014, closing a stake of 600 shares — an estimated $30K sold.

Torch Wealth Management first reported a position in IYY in Q1 2014 and held it in 2 quarters. The position peaked at $30K in Q2 2014. 96 funds tracked by Wall St. Rank hold IYY as of Q3 2014.

Torch Wealth Management reported no remaining iShares Dow Jones US ETF position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 600 iShares Dow Jones US ETF shares in Q3 2014, an estimated $30K.
Torch Wealth Management first reported a position in iShares Dow Jones US ETF in Q1 2014 and held it in 2 quarters.
Torch Wealth Management's iShares Dow Jones US ETF position peaked at $30K in Q2 2014.
96 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.