CT Financial Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

CT Financial Advisors’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 Q1	$67.8K	Buy	761 +2	+0.3%	+$175	0.04%	244
2016 Q4	$63.1K	Buy	759 +3	+0.4%	+$243	0.04%	247
2016 Q3	$59.7K	Buy	756 +4	+0.5%	+$317	0.04%	247
2016 Q2	$57.1K	Buy	752 +2	+0.3%	+$153	0.04%	251
2016 Q1	$54.9K	Buy	750 +3	+0.4%	+$202	0.03%	281
2015 Q4	$52.7K	Buy	747 +9	+1%	+$649	0.03%	292
2015 Q3	$47.8K	Hold	738	–	–	0.03%	300
2015 Q2	$59.4K	Buy	738 +3	+0.4%	+$252	0.03%	284
2015 Q1	$60.2K	Buy	735 +3	+0.4%	+$249	0.03%	281
2014 Q4	$60.4K	Buy	+732	New	+$60.9K	0.05%	216
2014 Q1	$60.2K	Buy	+735	New	+$59.5K	0.03%	281

Other funds holding IYM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

CT Financial Advisors's IYM Position: Q1 2017 in Review

CT Financial Advisors increased its iShares US Basic Materials ETF (IYM) stake by 0.26% in Q1 2017, buying an estimated $175 and bringing the position to 761 shares worth $67.8K. The position accounts for 0.04% of the portfolio, ranked #244.

CT Financial Advisors first reported a position in IYM in Q1 2014 and has held it in 11 quarters since. 132 funds tracked by Wall St. Rank hold IYM as of Q1 2017.

CT Financial Advisors held 761 shares of iShares US Basic Materials ETF worth $67.8K as of Q1 2017.
CT Financial Advisors bought 2 iShares US Basic Materials ETF shares in Q1 2017, an estimated $175.
iShares US Basic Materials ETF made up 0.04% of CT Financial Advisors's portfolio in Q1 2017, its #244 holding.
CT Financial Advisors first reported a position in iShares US Basic Materials ETF in Q1 2014 and has held it in 11 quarters since.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.