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Boston Research & Management’s iShares US Basic Materials ETF IYM Stock Holding History

Boston Research & 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
2016
Q1 		– Sell
-6,510
Closed -$459K – 97
2015
Q4 		$459K Sell
6,510
-15,010
-70% -$1.08M 0.29% 74
2015
Q3 		$1.39M Buy
+21,520
New +$1.56M 0.92% 49

Other funds holding IYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Boston Research & Management's IYM Position: Q1 2016 in Review

Boston Research & Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2016, closing a stake of 6,510 shares — an estimated $459K sold.

Boston Research & Management first reported a position in IYM in Q3 2015 and held it in 2 quarters. The position peaked at $1.39M in Q3 2015. 92 funds tracked by Wall St. Rank hold IYM as of Q1 2016.

  • Boston Research & Management reported no remaining iShares US Basic Materials ETF position as of Q1 2016 after selling out during the quarter.
  • Boston Research & Management sold 6,510 iShares US Basic Materials ETF shares in Q1 2016, an estimated $459K.
  • Boston Research & Management first reported a position in iShares US Basic Materials ETF in Q3 2015 and held it in 2 quarters.
  • Boston Research & Management's iShares US Basic Materials ETF position peaked at $1.39M in Q3 2015.
  • 92 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2016.

Based on Boston Research & Management's 13F filing for Q1 2016, filed 13 May 2016.