Clal Insurance’s iShares US Basic Materials ETF IYM Stock Holding History

Clal Insurance’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 Q3	–	Sell	-259,677	Closed	-$19.7M	–	101
2016 Q2	$19.7M	Hold	259,677	–	–	0.5%	46
2016 Q1	$19M	Sell	259,677 -85,123	-25%	-$5.72M	0.55%	45
2015 Q4	$24.3M	Hold	344,800	–	–	0.65%	44
2015 Q3	$22.4M	Sell	344,800 -20,898	-6%	-$1.52M	0.58%	41
2015 Q2	$29.5M	Buy	365,698 +117,838	+48%	+$9.91M	0.68%	38
2015 Q1	$20.3M	Sell	247,860 -204,754	-45%	-$17M	0.47%	46
2014 Q4	$37.3M	Buy	+452,614	New	+$37.6M	0.89%	33

Other funds holding IYM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Clal Insurance's IYM Position: Q3 2016 in Review

Clal Insurance sold out of iShares US Basic Materials ETF (IYM) in Q3 2016, closing a stake of 259,677 shares — an estimated $19.7M sold.

Clal Insurance first reported a position in IYM in Q4 2014 and held it in 7 quarters. The position peaked at $37.3M in Q4 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q3 2016.

Clal Insurance reported no remaining iShares US Basic Materials ETF position as of Q3 2016 after selling out during the quarter.
Clal Insurance sold 259,677 iShares US Basic Materials ETF shares in Q3 2016, an estimated $19.7M.
Clal Insurance first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 7 quarters.
Clal Insurance's iShares US Basic Materials ETF position peaked at $37.3M in Q4 2014.
108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2016.

Based on Clal Insurance's 13F filing for Q3 2016, filed 10 Nov 2016.