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Wealth Advisors of Tampa Bay’s Eli Lilly LLY Stock Holding History

Wealth Advisors of Tampa Bay’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
2018
Q3 		– Sell
-49,965
Closed -$4.29M – 71
2018
Q2 		$4.29M Sell
49,965
-200
-0.4% -$16.4K 3.28% 6
2018
Q1 		$3.88M Buy
50,165
+268
+0.5% +$21.6K 2.81% 12
2017
Q4 		$4.31M Buy
+49,897
New +$4.25M 2.95% 10

Other funds holding LLY

Lilly Endowment
Lilly Endowment Indiananapolis, Indiana $108B AUM 53.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealth Advisors of Tampa Bay's LLY Position: Q3 2018 in Review

Wealth Advisors of Tampa Bay sold out of Eli Lilly (LLY) in Q3 2018, closing a stake of 49,965 shares — an estimated $4.29M sold.

Wealth Advisors of Tampa Bay first reported a position in LLY in Q4 2017 and held it in 3 quarters. The position peaked at $4.31M in Q4 2017. 1,432 funds tracked by Wall St. Rank hold LLY as of Q3 2018.

  • Wealth Advisors of Tampa Bay reported no remaining Eli Lilly position as of Q3 2018 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 49,965 Eli Lilly shares in Q3 2018, an estimated $4.29M.
  • Wealth Advisors of Tampa Bay first reported a position in Eli Lilly in Q4 2017 and held it in 3 quarters.
  • Wealth Advisors of Tampa Bay's Eli Lilly position peaked at $4.31M in Q4 2017.
  • 1,432 funds tracked by Wall St. Rank held Eli Lilly as of Q3 2018.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q3 2018, filed 25 Oct 2018.