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WFG Advisors’s Eli Lilly LLY Stock Holding History

WFG 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
2017
Q2 		$506K Buy
6,147
+623
+11% +$50.8K 0.11% 200
2017
Q1 		$465K Sell
5,524
-1,189
-18% -$95.2K 0.12% 182
2016
Q4 		$494K Buy
6,713
+5,642
+527% +$420K 0.12% 207
2016
Q3 		$86K Sell
1,071
-25
-2% -$2K 0.02% 561
2016
Q2 		$86K Sell
1,096
-219
-17% -$16.5K 0.02% 537
2016
Q1 		$95K Sell
1,315
-16
-1% -$1.21K 0.03% 480
2015
Q4 		$112K Sell
1,331
-141
-10% -$11.7K 0.03% 436
2015
Q3 		$123K Buy
1,472
+459
+45% +$38.8K 0.04% 408
2015
Q2 		$85K Sell
1,013
-744
-42% -$56.7K 0.02% 579
2015
Q1 		$128K Sell
1,757
-9,388
-84% -$668K 0.04% 456
2014
Q4 		$769K Sell
11,145
-2,504
-18% -$169K 0.16% 148
2014
Q3 		$885K Buy
13,649
+19
+0.1% +$1.2K 0.17% 150
2014
Q2 		$847K Buy
13,630
+20
+0.1% +$1.19K 0.16% 156
2014
Q1 		$801K Sell
13,610
-1,202
-8% -$67.1K 0.16% 160
2013
Q4 		$755K Sell
14,812
-108
-0.7% -$5.41K 0.11% 218
2013
Q3 		$751K Sell
14,920
-1,017
-6% -$53.2K 0.12% 204
2013
Q2 		$783K Buy
+15,937
New +$867K 0.13% 189

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WFG Advisors's LLY Position: Q2 2017 in Review

WFG Advisors increased its Eli Lilly (LLY) stake by 11% in Q2 2017, buying an estimated $50.8K and bringing the position to 6,147 shares worth $506K. The position accounts for 0.11% of the portfolio, ranked #200.

WFG Advisors first reported a position in LLY in Q2 2013 and has held it in 17 quarters since. The position peaked at $885K in Q3 2014. 1,246 funds tracked by Wall St. Rank hold LLY as of Q2 2017.

  • WFG Advisors held 6,147 shares of Eli Lilly worth $506K as of Q2 2017.
  • WFG Advisors bought 623 Eli Lilly shares in Q2 2017, an estimated $50.8K.
  • Eli Lilly made up 0.11% of WFG Advisors's portfolio in Q2 2017, its #200 holding.
  • WFG Advisors first reported a position in Eli Lilly in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Eli Lilly position peaked at $885K in Q3 2014.
  • 1,246 funds tracked by Wall St. Rank held Eli Lilly as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.