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Crosspoint Capital Strategies’s iShares US Basic Materials ETF IYM Stock Holding History

Crosspoint Capital Strategies’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
Q1 		– Sell
-588
Closed -$48K – 483
2015
Q4 		$48K Buy
+588
New +$42.4K 0.01% 444
2015
Q3 		– Sell
-70
Closed -$6K – 831
2015
Q2 		$6K Hold
70
– – ﹤0.01% 569
2015
Q1 		$6K Buy
+70
New +$5.8K ﹤0.01% 427

Other funds holding IYM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crosspoint Capital Strategies's IYM Position: Q1 2016 in Review

Crosspoint Capital Strategies sold out of iShares US Basic Materials ETF (IYM) in Q1 2016, closing a stake of 588 shares — an estimated $48K sold.

Crosspoint Capital Strategies first reported a position in IYM in Q1 2015 and held it in 3 quarters. The position peaked at $48K in Q4 2015. 92 funds tracked by Wall St. Rank hold IYM as of Q1 2016.

  • Crosspoint Capital Strategies reported no remaining iShares US Basic Materials ETF position as of Q1 2016 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 588 iShares US Basic Materials ETF shares in Q1 2016, an estimated $48K.
  • Crosspoint Capital Strategies first reported a position in iShares US Basic Materials ETF in Q1 2015 and held it in 3 quarters.
  • Crosspoint Capital Strategies's iShares US Basic Materials ETF position peaked at $48K in Q4 2015.
  • 92 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2016.

Based on Crosspoint Capital Strategies's 13F filing for Q1 2016, filed 16 May 2016.