Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s iShares US Basic Materials ETF IYM Stock Holding History

Capital Fund Management (CFM)’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
2018
Q1 		– Sell
-5,200
Closed -$531K – 2008
2017
Q4 		$531K Sell
5,200
-800
-13% -$79.4K ﹤0.01% 1432
2017
Q3 		$575K Buy
+6,000
New +$554K ﹤0.01% 1144
2017
Q2 		– Sell
-35,174
Closed -$3.13M – 1585
2017
Q1 		$3.13M Buy
35,174
+4,200
+14% +$368K 0.03% 612
2016
Q4 		$2.58M Sell
30,974
-2,814
-8% -$228K 0.02% 687
2016
Q3 		$2.67M Buy
33,788
+21,600
+177% +$1.71M 0.02% 661
2016
Q2 		$926K Buy
12,188
+8,788
+258% +$671K 0.01% 979
2016
Q1 		$249K Sell
3,400
-719
-17% -$48.3K ﹤0.01% 1377
2015
Q4 		$291K Sell
4,119
-4,215
-51% -$304K ﹤0.01% 1319
2015
Q3 		$540K Sell
8,334
-13,900
-63% -$1.01M 0.01% 1009
2015
Q2 		$1.79M Sell
22,234
-15,800
-42% -$1.33M 0.02% 661
2015
Q1 		$3.12M Buy
38,034
+11,410
+43% +$946K 0.04% 472
2014
Q4 		$2.2M Buy
+26,624
New +$2.21M 0.03% 662
2014
Q3 		– Sell
-11,100
Closed -$971K – 1659
2014
Q2 		$971K Buy
+11,100
New +$943K 0.01% 976

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Capital Fund Management (CFM)'s IYM Position: Q1 2018 in Review

Capital Fund Management (CFM) sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 5,200 shares — an estimated $531K sold.

Capital Fund Management (CFM) first reported a position in IYM in Q2 2014 and held it in 13 quarters. The position peaked at $3.13M in Q1 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

  • Capital Fund Management (CFM) reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 5,200 iShares US Basic Materials ETF shares in Q1 2018, an estimated $531K.
  • Capital Fund Management (CFM) first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 13 quarters.
  • Capital Fund Management (CFM)'s iShares US Basic Materials ETF position peaked at $3.13M in Q1 2017.
  • 142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2018, filed 15 May 2018.