Vantage Investment Advisors’s iShares Dow Jones US ETF IYY Stock Holding History

Vantage Investment Advisors’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 Q2	–	Sell	-400	Closed	-$21K	–	868
2016 Q1	$21K	Hold	400	–	–	0.01%	399
2015 Q4	$20K	Hold	400	–	–	0.01%	387
2015 Q3	$19K	Hold	400	–	–	0.01%	378
2015 Q2	$21K	Sell	400 -400	-50%	-$21.3K	0.01%	369
2015 Q1	$42K	Buy	800 +400	+100%	+$20.8K	0.01%	367
2014 Q4	$21K	Hold	400	–	–	0.01%	367
2014 Q3	$20K	Hold	400	–	–	0.01%	363
2014 Q2	$20K	Hold	400	–	–	0.01%	376
2014 Q1	$19K	Hold	400	–	–	0.01%	349
2013 Q4	$19K	Buy	+400	New	+$17.9K	0.01%	332

Other funds holding IYY

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWA

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

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

Vantage Investment Advisors's IYY Position: Q2 2016 in Review

Vantage Investment Advisors sold out of iShares Dow Jones US ETF (IYY) in Q2 2016, closing a stake of 400 shares — an estimated $21K sold.

Vantage Investment Advisors first reported a position in IYY in Q4 2013 and held it in 10 quarters. The position peaked at $42K in Q1 2015. 103 funds tracked by Wall St. Rank hold IYY as of Q2 2016.

Vantage Investment Advisors reported no remaining iShares Dow Jones US ETF position as of Q2 2016 after selling out during the quarter.
Vantage Investment Advisors sold 400 iShares Dow Jones US ETF shares in Q2 2016, an estimated $21K.
Vantage Investment Advisors first reported a position in iShares Dow Jones US ETF in Q4 2013 and held it in 10 quarters.
Vantage Investment Advisors's iShares Dow Jones US ETF position peaked at $42K in Q1 2015.
103 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2016.

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