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Barometer Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Barometer Capital Management’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
Q4 		– Sell
-10,400
Closed -$960K – 155
2019
Q3 		$960K Buy
+10,400
New +$958K 0.1% 114

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Barometer Capital Management's IYM Position: Q4 2019 in Review

Barometer Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2019, closing a stake of 10,400 shares — an estimated $960K sold.

Barometer Capital Management first reported a position in IYM in Q3 2019 and held it in 1 quarter. The position peaked at $960K in Q3 2019. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

  • Barometer Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2019 after selling out during the quarter.
  • Barometer Capital Management sold 10,400 iShares US Basic Materials ETF shares in Q4 2019, an estimated $960K.
  • Barometer Capital Management first reported a position in iShares US Basic Materials ETF in Q3 2019 and held it in 1 quarter.
  • Barometer Capital Management's iShares US Basic Materials ETF position peaked at $960K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Barometer Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.