Fusion Investment Group’s iShares US Basic Materials ETF IYM Stock Holding History

Fusion Investment Group’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
2015 Q4	–	Sell	-187	Closed	-$12K	–	114
2015 Q3	$12K	Hold	187	–	–	0.03%	121
2015 Q2	$15K	Buy	+187	New	+$15.7K	0.01%	150
2014 Q4	–	Sell	-187	Closed	-$16K	–	158
2014 Q3	$16K	Hold	187	–	–	0.01%	152
2014 Q2	$16K	Hold	187	–	–	0.01%	172
2014 Q1	$16K	Hold	187	–	–	0.02%	172
2013 Q4	$15K	Buy	+187	New	+$14.5K	0.01%	193

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

UCFA

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fusion Investment Group's IYM Position: Q4 2015 in Review

Fusion Investment Group sold out of iShares US Basic Materials ETF (IYM) in Q4 2015, closing a stake of 187 shares — an estimated $12K sold.

Fusion Investment Group first reported a position in IYM in Q4 2013 and held it in 6 quarters. The position peaked at $16K in Q3 2014. 95 funds tracked by Wall St. Rank hold IYM as of Q4 2015.

Fusion Investment Group reported no remaining iShares US Basic Materials ETF position as of Q4 2015 after selling out during the quarter.
Fusion Investment Group sold 187 iShares US Basic Materials ETF shares in Q4 2015, an estimated $12K.
Fusion Investment Group first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 6 quarters.
Fusion Investment Group's iShares US Basic Materials ETF position peaked at $16K in Q3 2014.
95 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.