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Concorde Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Concorde Asset 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
2017
Q2 		– Sell
-5,120
Closed -$456K – 132
2017
Q1 		$456K Buy
+5,120
New +$449K 0.75% 48

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Concorde Asset Management's IYM Position: Q2 2017 in Review

Concorde Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2017, closing a stake of 5,120 shares — an estimated $456K sold.

Concorde Asset Management first reported a position in IYM in Q1 2017 and held it in 1 quarter. The position peaked at $456K in Q1 2017. 128 funds tracked by Wall St. Rank hold IYM as of Q2 2017.

  • Concorde Asset Management reported no remaining iShares US Basic Materials ETF position as of Q2 2017 after selling out during the quarter.
  • Concorde Asset Management sold 5,120 iShares US Basic Materials ETF shares in Q2 2017, an estimated $456K.
  • Concorde Asset Management first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 1 quarter.
  • Concorde Asset Management's iShares US Basic Materials ETF position peaked at $456K in Q1 2017.
  • 128 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2017.

Based on Concorde Asset Management's 13F filing for Q2 2017, filed 17 Jul 2017.