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Atwood & Palmer’s iShares US Basic Materials ETF IYM Stock Holding History

Atwood & Palmer’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
2017
Q1 		– Sell
-68
Closed -$6K – 322
2016
Q4 		$6K Hold
68
– – ﹤0.01% 283
2016
Q3 		$5K Buy
+68
New +$5.39K ﹤0.01% 284

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Atwood & Palmer's IYM Position: Q1 2017 in Review

Atwood & Palmer sold out of iShares US Basic Materials ETF (IYM) in Q1 2017, closing a stake of 68 shares — an estimated $6K sold.

Atwood & Palmer first reported a position in IYM in Q3 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 132 funds tracked by Wall St. Rank hold IYM as of Q1 2017.

  • Atwood & Palmer reported no remaining iShares US Basic Materials ETF position as of Q1 2017 after selling out during the quarter.
  • Atwood & Palmer sold 68 iShares US Basic Materials ETF shares in Q1 2017, an estimated $6K.
  • Atwood & Palmer first reported a position in iShares US Basic Materials ETF in Q3 2016 and held it in 2 quarters.
  • Atwood & Palmer's iShares US Basic Materials ETF position peaked at $6K in Q4 2016.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2017.

Based on Atwood & Palmer's 13F filing for Q1 2017, filed 28 Apr 2017.