Global Financial Private Capital’s iShares US Basic Materials ETF IYM Stock Holding History

Global Financial Private Capital’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 Q2	–	Sell	-2,166	Closed	-$208K	–	558
2018 Q1	$208K	Buy	2,166 +101	+5%	+$10.4K	0.01%	500
2017 Q4	$211K	Buy	+2,065	New	+$205K	0.01%	481

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

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Global Financial Private Capital's IYM Position: Q2 2018 in Review

Global Financial Private Capital sold out of iShares US Basic Materials ETF (IYM) in Q2 2018, closing a stake of 2,166 shares — an estimated $208K sold.

Global Financial Private Capital first reported a position in IYM in Q4 2017 and held it in 2 quarters. The position peaked at $211K in Q4 2017. 133 funds tracked by Wall St. Rank hold IYM as of Q2 2018.

Global Financial Private Capital reported no remaining iShares US Basic Materials ETF position as of Q2 2018 after selling out during the quarter.
Global Financial Private Capital sold 2,166 iShares US Basic Materials ETF shares in Q2 2018, an estimated $208K.
Global Financial Private Capital first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 2 quarters.
Global Financial Private Capital's iShares US Basic Materials ETF position peaked at $211K in Q4 2017.
133 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2018.

Based on Global Financial Private Capital's 13F filing for Q2 2018, filed 3 Aug 2018.