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Asset Planning Services (Pennsylvania)’s iShares US Basic Materials ETF IYM Stock Holding History

Asset Planning Services (Pennsylvania)’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
2015
Q3 		– Sell
-156
Closed -$13K – 241
2015
Q2 		$13K Buy
+156
New +$13.1K 0.01% 169

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IYM Position: Q3 2015 in Review

Asset Planning Services (Pennsylvania) sold out of iShares US Basic Materials ETF (IYM) in Q3 2015, closing a stake of 156 shares — an estimated $13K sold.

Asset Planning Services (Pennsylvania) first reported a position in IYM in Q2 2015 and held it in 1 quarter. The position peaked at $13K in Q2 2015. 83 funds tracked by Wall St. Rank hold IYM as of Q3 2015.

  • Asset Planning Services (Pennsylvania) reported no remaining iShares US Basic Materials ETF position as of Q3 2015 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 156 iShares US Basic Materials ETF shares in Q3 2015, an estimated $13K.
  • Asset Planning Services (Pennsylvania) first reported a position in iShares US Basic Materials ETF in Q2 2015 and held it in 1 quarter.
  • Asset Planning Services (Pennsylvania)'s iShares US Basic Materials ETF position peaked at $13K in Q2 2015.
  • 83 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2015.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2015, filed 13 Jan 2017.