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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

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return