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Dorsey Wright & Associates’s iShares US Basic Materials ETF IYM Stock Holding History

Dorsey Wright & Associates’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
-193,650
Closed -$16.7M – 130
2014
Q3 		$16.7M Buy
193,650
+600
+0.3% +$52.6K 2.33% 16
2014
Q2 		$16.9M Buy
+193,050
New +$16.4M 1.98% 16

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

Dorsey Wright & Associates's IYM Position: Q4 2014 in Review

Dorsey Wright & Associates sold out of iShares US Basic Materials ETF (IYM) in Q4 2014, closing a stake of 193,650 shares — an estimated $16.7M sold.

Dorsey Wright & Associates first reported a position in IYM in Q2 2014 and held it in 2 quarters. The position peaked at $16.9M in Q2 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

  • Dorsey Wright & Associates reported no remaining iShares US Basic Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Dorsey Wright & Associates sold 193,650 iShares US Basic Materials ETF shares in Q4 2014, an estimated $16.7M.
  • Dorsey Wright & Associates first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 2 quarters.
  • Dorsey Wright & Associates's iShares US Basic Materials ETF position peaked at $16.9M in Q2 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on Dorsey Wright & Associates's 13F filing for Q4 2014, filed 9 Jan 2015.