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Glenview Trust’s iShares US Basic Materials ETF IYM Stock Holding History

Glenview Trust’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
2017
Q4 		– Sell
-2,261
Closed -$217K – 329
2017
Q3 		$217K Sell
2,261
-28
-1% -$2.59K 0.02% 311
2017
Q2 		$205K Sell
2,289
-222
-9% -$19.7K 0.02% 305
2017
Q1 		$224K Buy
+2,511
New +$220K 0.02% 300

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

Glenview Trust's IYM Position: Q4 2017 in Review

Glenview Trust sold out of iShares US Basic Materials ETF (IYM) in Q4 2017, closing a stake of 2,261 shares — an estimated $217K sold.

Glenview Trust first reported a position in IYM in Q1 2017 and held it in 3 quarters. The position peaked at $224K in Q1 2017. 148 funds tracked by Wall St. Rank hold IYM as of Q4 2017.

  • Glenview Trust reported no remaining iShares US Basic Materials ETF position as of Q4 2017 after selling out during the quarter.
  • Glenview Trust sold 2,261 iShares US Basic Materials ETF shares in Q4 2017, an estimated $217K.
  • Glenview Trust first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 3 quarters.
  • Glenview Trust's iShares US Basic Materials ETF position peaked at $224K in Q1 2017.
  • 148 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2017.

Based on Glenview Trust's 13F filing for Q4 2017, filed 6 Feb 2018.