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

CapWealth 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
2016 Q4	–	Sell	-450	Closed	-$36K	–	177
2016 Q3	$36K	Hold	450	–	–	0.01%	153
2016 Q2	$34K	Hold	450	–	–	0.01%	157
2016 Q1	$33K	Hold	450	–	–	0.01%	161
2015 Q4	$32K	Hold	450	–	–	0.01%	135
2015 Q3	$29K	Hold	450	–	–	0.01%	140
2015 Q2	$36K	Hold	450	–	–	0.01%	133
2015 Q1	$37K	Buy	+450	New	+$37.3K	0.01%	141
2014 Q4	–	Sell	-450	Closed	-$39K	–	189
2014 Q3	$39K	Hold	450	–	–	0.01%	140
2014 Q2	$39K	Hold	450	–	–	0.01%	153
2014 Q1	$37K	Hold	450	–	–	0.01%	149
2013 Q4	$37K	Hold	450	–	–	0.01%	161
2013 Q3	$33K	Hold	450	–	–	0.01%	190
2013 Q2	$30K	Buy	+450	New	+$31.5K	0.01%	189

Other funds holding IYM

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return