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US Financial Advisors’s Eli Lilly LLY Stock Holding History

US Financial 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
2016
Q2 		– Sell
-13
Closed -$1K – 239
2016
Q1 		$1K Sell
13
-366
-97% -$27.7K ﹤0.01% 397
2015
Q4 		$32K Buy
379
+366
+2,815% +$30.4K 0.03% 188
2015
Q3 		$1K Hold
13
– – ﹤0.01% 489
2015
Q2 		$1K Buy
+13
New +$991 ﹤0.01% 457

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $84.5B AUM 11.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

US Financial Advisors's LLY Position: Q2 2016 in Review

US Financial Advisors sold out of Eli Lilly (LLY) in Q2 2016, closing a stake of 13 shares — an estimated $1K sold.

US Financial Advisors first reported a position in LLY in Q2 2015 and held it in 4 quarters. The position peaked at $32K in Q4 2015. 1,179 funds tracked by Wall St. Rank hold LLY as of Q2 2016.

  • US Financial Advisors reported no remaining Eli Lilly position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 13 Eli Lilly shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in Eli Lilly in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Eli Lilly position peaked at $32K in Q4 2015.
  • 1,179 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.