11A
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10-15 Associates’s iShares US Basic Materials ETF IYM Stock Holding History

10-15 Associates’s Portfolio IYM Stock Details IYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,246
Closed -$860K – 102
2018
Q4 		$860K Buy
10,246
+390
+4% +$34.9K 0.21% 65
2018
Q3 		$970K Sell
9,856
-1,765
-15% -$177K 0.22% 67
2018
Q2 		$1.15M Buy
11,621
+3,150
+37% +$315K 0.26% 68
2018
Q1 		$814K Buy
8,471
+145
+2% +$14.9K 0.19% 71
2017
Q4 		$851K Buy
8,326
+1,405
+20% +$139K 0.2% 64
2017
Q3 		$662K Sell
6,921
-30
-0.4% -$2.77K 0.17% 62
2017
Q2 		$621K Sell
6,951
-2,046
-23% -$182K 0.17% 61
2017
Q1 		$801K Buy
8,997
+3,416
+61% +$299K 0.22% 64
2016
Q4 		$464K Sell
5,581
-5,255
-48% -$425K 0.13% 77
2016
Q3 		$856K Sell
10,836
-39
-0.4% -$3.09K 0.24% 70
2016
Q2 		$826K Buy
10,875
+5,539
+104% +$423K 0.24% 67
2016
Q1 		$390K Sell
5,336
-5,523
-51% -$371K 0.12% 77
2015
Q4 		$766K Buy
10,859
+2,159
+25% +$156K 0.22% 71
2015
Q3 		$563K Buy
8,700
+385
+5% +$28K 0.19% 72
2015
Q2 		$670K Buy
8,315
+5,855
+238% +$492K 0.21% 71
2015
Q1 		$201K Sell
2,460
-90
-4% -$7.46K 0.07% 115
2014
Q4 		$210K Buy
+2,550
New +$212K 0.07% 108

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

10-15 Associates's IYM Position: Q1 2019 in Review

10-15 Associates sold out of iShares US Basic Materials ETF (IYM) in Q1 2019, closing a stake of 10,246 shares — an estimated $860K sold.

10-15 Associates first reported a position in IYM in Q4 2014 and held it in 17 quarters. The position peaked at $1.15M in Q2 2018. 130 funds tracked by Wall St. Rank hold IYM as of Q1 2019.

  • 10-15 Associates reported no remaining iShares US Basic Materials ETF position as of Q1 2019 after selling out during the quarter.
  • 10-15 Associates sold 10,246 iShares US Basic Materials ETF shares in Q1 2019, an estimated $860K.
  • 10-15 Associates first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 17 quarters.
  • 10-15 Associates's iShares US Basic Materials ETF position peaked at $1.15M in Q2 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2019.

Based on 10-15 Associates's 13F filing for Q1 2019, filed 9 May 2019.