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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PFG

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Beaumont Financial Advisors's IYM Position: Q2 2017 in Review

Beaumont Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2017, closing a stake of 30,864 shares — an estimated $2.75M sold.

Beaumont Financial Advisors first reported a position in IYM in Q2 2013 and held it in 7 quarters. The position peaked at $36.1M in Q1 2014. 128 funds tracked by Wall St. Rank hold IYM as of Q2 2017.

Beaumont Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2017 after selling out during the quarter.
Beaumont Financial Advisors sold 30,864 iShares US Basic Materials ETF shares in Q2 2017, an estimated $2.75M.
Beaumont Financial Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 7 quarters.
Beaumont Financial Advisors's iShares US Basic Materials ETF position peaked at $36.1M in Q1 2014.
128 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2017.

Based on Beaumont Financial Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.