Tradewinds Capital Management’s iShares Dow Jones US ETF IYY Stock Holding History

Tradewinds Capital 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
2016 Q4	–	Sell	-40	Closed	-$2K	–	668
2016 Q3	$2K	Hold	40	–	–	﹤0.01%	552
2016 Q2	$2K	Hold	40	–	–	﹤0.01%	551
2016 Q1	$2K	Hold	40	–	–	﹤0.01%	553
2015 Q4	$2K	Hold	40	–	–	﹤0.01%	540
2015 Q3	$2K	Buy	+40	New	+$2.05K	﹤0.01%	538

Other funds holding IYY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LWA

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

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

AAC

Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return

Tradewinds Capital Management's IYY Position: Q4 2016 in Review

Tradewinds Capital Management sold out of iShares Dow Jones US ETF (IYY) in Q4 2016, closing a stake of 40 shares — an estimated $2K sold.

Tradewinds Capital Management first reported a position in IYY in Q3 2015 and held it in 5 quarters. The position peaked at $2K in Q3 2016. 107 funds tracked by Wall St. Rank hold IYY as of Q4 2016.

Tradewinds Capital Management reported no remaining iShares Dow Jones US ETF position as of Q4 2016 after selling out during the quarter.
Tradewinds Capital Management sold 40 iShares Dow Jones US ETF shares in Q4 2016, an estimated $2K.
Tradewinds Capital Management first reported a position in iShares Dow Jones US ETF in Q3 2015 and held it in 5 quarters.
Tradewinds Capital Management's iShares Dow Jones US ETF position peaked at $2K in Q3 2016.
107 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q4 2016.

Based on Tradewinds Capital Management's 13F filing for Q4 2016, filed 3 Feb 2017.