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Berman Capital Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Berman Capital 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
2019
Q1 		– Sell
-285
Closed -$23K – 1398
2018
Q4 		$23K Buy
+285
New +$25.5K 0.01% 362

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
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
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Berman Capital Advisors's IYM Position: Q1 2019 in Review

Berman Capital Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2019, closing a stake of 285 shares — an estimated $23K sold.

Berman Capital Advisors first reported a position in IYM in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 130 funds tracked by Wall St. Rank hold IYM as of Q1 2019.

  • Berman Capital Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 285 iShares US Basic Materials ETF shares in Q1 2019, an estimated $23K.
  • Berman Capital Advisors first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 1 quarter.
  • Berman Capital Advisors's iShares US Basic Materials ETF position peaked at $23K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2019.

Based on Berman Capital Advisors's 13F filing for Q1 2019, filed 8 May 2019.