Grimes & Company’s iShares US Basic Materials ETF IYM Stock Holding History

Grimes & Company’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 Q4	–	Sell	-135,988	Closed	-$13.4M	–	241
2018 Q3	$13.4M	Buy	135,988 +23,458	+21%	+$2.36M	1.07%	21
2018 Q2	$11.1M	Buy	112,530 +69,966	+164%	+$7M	0.98%	24
2018 Q1	$4.09M	Buy	42,564 +666	+2%	+$68.3K	0.4%	68
2017 Q4	$4.28M	Sell	41,898 -280	-0.7%	-$27.8K	0.41%	66
2017 Q3	$4.04M	Buy	+42,178	New	+$3.9M	0.43%	65
2017 Q2	–	Sell	-37,851	Closed	-$3.37M	–	207
2017 Q1	$3.37M	Buy	37,851 +14,219	+60%	+$1.25M	0.37%	69
2016 Q4	$1.97M	Buy	23,632 +6,094	+35%	+$493K	0.23%	84
2016 Q3	$1.39M	Sell	17,538 -36,199	-67%	-$2.87M	0.19%	97
2016 Q2	$4.08M	Buy	+53,737	New	+$4.1M	0.55%	61

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

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

UCFA

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

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Grimes & Company's IYM Position: Q4 2018 in Review

Grimes & Company sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 135,988 shares — an estimated $13.4M sold.

Grimes & Company first reported a position in IYM in Q2 2016 and held it in 9 quarters. The position peaked at $13.4M in Q3 2018. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

Grimes & Company reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
Grimes & Company sold 135,988 iShares US Basic Materials ETF shares in Q4 2018, an estimated $13.4M.
Grimes & Company first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 9 quarters.
Grimes & Company's iShares US Basic Materials ETF position peaked at $13.4M in Q3 2018.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Grimes & Company's 13F filing for Q4 2018, filed 1 Feb 2019.