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Winchester Group’s iShares Dow Jones US ETF IYY Stock Holding History

Winchester Group’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
2013
Q3 		$1.41M Hold
33,000
– – 0.31% 90
2013
Q2 		$1.33M Buy
+33,000
New +$1.34M 0.28% 89

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AAC
Asset Advisors Corp Augusta, Georgia $575M AUM 14.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Winchester Group's IYY Position: Q3 2013 in Review

Winchester Group held its iShares Dow Jones US ETF (IYY) position steady in Q3 2013 at 33,000 shares worth $1.41M. The position accounts for 0.31% of the portfolio, ranked #90.

Winchester Group first reported a position in IYY in Q2 2013 and has held it in 2 quarters since. 65 funds tracked by Wall St. Rank hold IYY as of Q3 2013.

  • Winchester Group held 33,000 shares of iShares Dow Jones US ETF worth $1.41M as of Q3 2013.
  • Winchester Group left its iShares Dow Jones US ETF share count unchanged in Q3 2013.
  • iShares Dow Jones US ETF made up 0.31% of Winchester Group's portfolio in Q3 2013, its #90 holding.
  • Winchester Group first reported a position in iShares Dow Jones US ETF in Q2 2013 and has held it in 2 quarters since.
  • 65 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.