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Cavalier Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Cavalier Investments’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
2017
Q3 		– Sell
-14,087
Closed -$1.26M – 164
2017
Q2 		$1.26M Hold
14,087
– – 0.7% 33
2017
Q1 		$1.26M Buy
+14,087
New +$1.23M 0.7% 32

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
UCFA
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Cavalier Investments's IYM Position: Q3 2017 in Review

Cavalier Investments sold out of iShares US Basic Materials ETF (IYM) in Q3 2017, closing a stake of 14,087 shares — an estimated $1.26M sold.

Cavalier Investments first reported a position in IYM in Q1 2017 and held it in 2 quarters. The position peaked at $1.26M in Q2 2017. 124 funds tracked by Wall St. Rank hold IYM as of Q3 2017.

  • Cavalier Investments reported no remaining iShares US Basic Materials ETF position as of Q3 2017 after selling out during the quarter.
  • Cavalier Investments sold 14,087 iShares US Basic Materials ETF shares in Q3 2017, an estimated $1.26M.
  • Cavalier Investments first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 2 quarters.
  • Cavalier Investments's iShares US Basic Materials ETF position peaked at $1.26M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2017.

Based on Cavalier Investments's 13F filing for Q3 2017, filed 2 Nov 2017.