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GW Henssler & Associates’s iShares US Basic Materials ETF IYM Stock Holding History

GW Henssler & Associates’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
Q1 		– Sell
-2,681
Closed -$221K – 179
2014
Q4 		$221K Buy
+2,681
New +$223K 0.02% 149

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GW Henssler & Associates's IYM Position: Q1 2015 in Review

GW Henssler & Associates sold out of iShares US Basic Materials ETF (IYM) in Q1 2015, closing a stake of 2,681 shares — an estimated $221K sold.

GW Henssler & Associates first reported a position in IYM in Q4 2014 and held it in 1 quarter. The position peaked at $221K in Q4 2014. 103 funds tracked by Wall St. Rank hold IYM as of Q1 2015.

  • GW Henssler & Associates reported no remaining iShares US Basic Materials ETF position as of Q1 2015 after selling out during the quarter.
  • GW Henssler & Associates sold 2,681 iShares US Basic Materials ETF shares in Q1 2015, an estimated $221K.
  • GW Henssler & Associates first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 1 quarter.
  • GW Henssler & Associates's iShares US Basic Materials ETF position peaked at $221K in Q4 2014.
  • 103 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2015.

Based on GW Henssler & Associates's 13F filing for Q1 2015, filed 11 May 2015.