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Enterprise Trust & Investment’s iShares US Basic Materials ETF IYM Stock Holding History

Enterprise Trust & Investment’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
2019
Q4 		– Sell
-82
Closed -$8K – 199
2019
Q3 		$8K Hold
82
– – ﹤0.01% 180
2019
Q2 		$8K Buy
+82
New +$7.53K 0.01% 165

Other funds holding IYM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Enterprise Trust & Investment's IYM Position: Q4 2019 in Review

Enterprise Trust & Investment sold out of iShares US Basic Materials ETF (IYM) in Q4 2019, closing a stake of 82 shares — an estimated $8K sold.

Enterprise Trust & Investment first reported a position in IYM in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 132 funds tracked by Wall St. Rank hold IYM as of Q4 2019.

  • Enterprise Trust & Investment reported no remaining iShares US Basic Materials ETF position as of Q4 2019 after selling out during the quarter.
  • Enterprise Trust & Investment sold 82 iShares US Basic Materials ETF shares in Q4 2019, an estimated $8K.
  • Enterprise Trust & Investment first reported a position in iShares US Basic Materials ETF in Q2 2019 and held it in 2 quarters.
  • Enterprise Trust & Investment's iShares US Basic Materials ETF position peaked at $8K in Q3 2019.
  • 132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2019.

Based on Enterprise Trust & Investment's 13F filing for Q4 2019, filed 7 Jan 2020.