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Baystate Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Baystate Wealth 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
2018
Q1 		– Sell
-36
Closed -$4K – 697
2017
Q4 		$4K Hold
36
– – ﹤0.01% 446
2017
Q3 		$4K Hold
36
– – ﹤0.01% 435
2017
Q2 		$3K Hold
36
– – ﹤0.01% 454
2017
Q1 		$3K Buy
+36
New +$3.15K ﹤0.01% 430

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Baystate Wealth Management's IYM Position: Q1 2018 in Review

Baystate Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 36 shares — an estimated $4K sold.

Baystate Wealth Management first reported a position in IYM in Q1 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

  • Baystate Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
  • Baystate Wealth Management sold 36 iShares US Basic Materials ETF shares in Q1 2018, an estimated $4K.
  • Baystate Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 4 quarters.
  • Baystate Wealth Management's iShares US Basic Materials ETF position peaked at $4K in Q4 2017.
  • 142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Baystate Wealth Management's 13F filing for Q1 2018, filed 24 Apr 2018.