HFM
IYM icon

Hartford Financial Management’s iShares US Basic Materials ETF IYM Stock Holding History

Hartford Financial Management’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
2014
Q4 		– Sell
-51
Closed -$4K – 263
2014
Q3 		$4K Hold
51
– – ﹤0.01% 259
2014
Q2 		$4K Buy
+51
New +$4.33K ﹤0.01% 262

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

Hartford Financial Management's IYM Position: Q4 2014 in Review

Hartford Financial Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2014, closing a stake of 51 shares — an estimated $4K sold.

Hartford Financial Management first reported a position in IYM in Q2 2014 and held it in 2 quarters. The position peaked at $4K in Q3 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

  • Hartford Financial Management reported no remaining iShares US Basic Materials ETF position as of Q4 2014 after selling out during the quarter.
  • Hartford Financial Management sold 51 iShares US Basic Materials ETF shares in Q4 2014, an estimated $4K.
  • Hartford Financial Management first reported a position in iShares US Basic Materials ETF in Q2 2014 and held it in 2 quarters.
  • Hartford Financial Management's iShares US Basic Materials ETF position peaked at $4K in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on Hartford Financial Management's 13F filing for Q4 2014, filed 9 Feb 2015.