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Beaumont Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Beaumont Financial 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
2017
Q2 		– Sell
-30,864
Closed -$2.75M – 183
2017
Q1 		$2.75M Buy
+30,864
New +$2.7M 0.38% 67
2014
Q4 		– Sell
-369,009
Closed -$31.8M – 166
2014
Q3 		$31.8M Buy
369,009
+62,354
+20% +$5.47M 2.08% 7
2014
Q2 		$26.8M Sell
306,655
-127,234
-29% -$10.8M 1.9% 17
2014
Q1 		$36.1M Buy
433,889
+100,815
+30% +$8.16M 2.97% 6
2013
Q4 		$27.1M Sell
333,074
-55,370
-14% -$4.29M 2.23% 9
2013
Q3 		$28.7M Buy
388,444
+45,856
+13% +$3.29M 2.55% 8
2013
Q2 		$23M Buy
+342,588
New +$24M 2.12% 14

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return