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Cutter & Co Brokerage’s iShares US Basic Materials ETF IYM Stock Holding History

Cutter & Co Brokerage’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
2014
Q4 		– Sell
-4,287
Closed -$369K – 261
2014
Q3 		$369K Sell
4,287
-1,140
-21% -$99.9K 0.14% 145
2014
Q2 		$475K Buy
5,427
+2,138
+65% +$182K 0.17% 130
2014
Q1 		$274K Buy
+3,289
New +$266K 0.11% 165

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

Cutter & Co Brokerage's IYM Position: Q4 2014 in Review

Cutter & Co Brokerage sold out of iShares US Basic Materials ETF (IYM) in Q4 2014, closing a stake of 4,287 shares — an estimated $369K sold.

Cutter & Co Brokerage first reported a position in IYM in Q1 2014 and held it in 3 quarters. The position peaked at $475K in Q2 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

  • Cutter & Co Brokerage reported no remaining iShares US Basic Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Cutter & Co Brokerage sold 4,287 iShares US Basic Materials ETF shares in Q4 2014, an estimated $369K.
  • Cutter & Co Brokerage first reported a position in iShares US Basic Materials ETF in Q1 2014 and held it in 3 quarters.
  • Cutter & Co Brokerage's iShares US Basic Materials ETF position peaked at $475K in Q2 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on Cutter & Co Brokerage's 13F filing for Q4 2014, filed 5 Feb 2015.