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Allegis Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Allegis Investment Advisors’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
2016
Q4 		– Sell
-7,985
Closed -$631K – 257
2016
Q3 		$631K Buy
7,985
+2,954
+59% +$234K 0.24% 118
2016
Q2 		$376K Buy
+5,031
New +$384K 0.19% 138

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allegis Investment Advisors's IYM Position: Q4 2016 in Review

Allegis Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2016, closing a stake of 7,985 shares — an estimated $631K sold.

Allegis Investment Advisors first reported a position in IYM in Q2 2016 and held it in 2 quarters. The position peaked at $631K in Q3 2016. 123 funds tracked by Wall St. Rank hold IYM as of Q4 2016.

  • Allegis Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 7,985 iShares US Basic Materials ETF shares in Q4 2016, an estimated $631K.
  • Allegis Investment Advisors first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares US Basic Materials ETF position peaked at $631K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2016.

Based on Allegis Investment Advisors's 13F filing for Q4 2016, filed 18 Jan 2017.