Butensky & Cohen Financial Security’s iShares US Basic Materials ETF IYM Stock Holding History

Butensky & Cohen Financial Security’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 Q2	–	Sell	-255	Closed	-$19K	–	127
2016 Q1	$19K	Buy	255 +20	+9%	+$1.34K	0.02%	89
2015 Q4	$17K	Hold	235	–	–	0.02%	94
2015 Q3	$15K	Hold	235	–	–	0.02%	95
2015 Q2	$19K	Buy	235 +30	+15%	+$2.52K	0.02%	92
2015 Q1	$17K	Buy	205 +35	+21%	+$2.9K	0.02%	95
2014 Q4	$14K	Buy	+170	New	+$14.1K	0.01%	95

Other funds holding IYM

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

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

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

UCFA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Butensky & Cohen Financial Security's IYM Position: Q2 2016 in Review

Butensky & Cohen Financial Security sold out of iShares US Basic Materials ETF (IYM) in Q2 2016, closing a stake of 255 shares — an estimated $19K sold.

Butensky & Cohen Financial Security first reported a position in IYM in Q4 2014 and held it in 6 quarters. The position peaked at $19K in Q1 2016. 106 funds tracked by Wall St. Rank hold IYM as of Q2 2016.

Butensky & Cohen Financial Security reported no remaining iShares US Basic Materials ETF position as of Q2 2016 after selling out during the quarter.
Butensky & Cohen Financial Security sold 255 iShares US Basic Materials ETF shares in Q2 2016, an estimated $19K.
Butensky & Cohen Financial Security first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares US Basic Materials ETF position peaked at $19K in Q1 2016.
106 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2016.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2016, filed 25 Jul 2016.