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Concert Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Concert Wealth Management’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
-250
Closed -$20K – 733
2016
Q3 		$20K Buy
+250
New +$19.8K ﹤0.01% 907

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Concert Wealth Management's IYM Position: Q4 2016 in Review

Concert Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2016, closing a stake of 250 shares — an estimated $20K sold.

Concert Wealth Management first reported a position in IYM in Q3 2016 and held it in 1 quarter. The position peaked at $20K in Q3 2016. 123 funds tracked by Wall St. Rank hold IYM as of Q4 2016.

  • Concert Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 250 iShares US Basic Materials ETF shares in Q4 2016, an estimated $20K.
  • Concert Wealth Management first reported a position in iShares US Basic Materials ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's iShares US Basic Materials ETF position peaked at $20K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.