Financial Partners Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Financial Partners Capital Management’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
2018 Q1	–	Sell	-12,665	Closed	-$1.29M	–	95
2017 Q4	$1.29M	Hold	12,665	–	–	0.24%	76
2017 Q3	$1.21M	Buy	12,665 +2,875	+29%	+$266K	0.23%	76
2017 Q2	$875K	Sell	9,790 -2,875	-23%	-$255K	0.18%	81
2017 Q1	$1.13M	Hold	12,665	–	–	0.25%	70
2016 Q4	$1.05M	Buy	+12,665	New	+$1.02M	0.25%	69

Other funds holding IYM

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Financial Partners Capital Management's IYM Position: Q1 2018 in Review

Financial Partners Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 12,665 shares — an estimated $1.29M sold.

Financial Partners Capital Management first reported a position in IYM in Q4 2016 and held it in 5 quarters. The position peaked at $1.29M in Q4 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

Financial Partners Capital Management reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
Financial Partners Capital Management sold 12,665 iShares US Basic Materials ETF shares in Q1 2018, an estimated $1.29M.
Financial Partners Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 5 quarters.
Financial Partners Capital Management's iShares US Basic Materials ETF position peaked at $1.29M in Q4 2017.
142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Financial Partners Capital Management's 13F filing for Q1 2018, filed 18 May 2018.