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Indiana Trust & Investment Management’s iShares US Basic Materials ETF IYM Stock Holding History

Indiana Trust & Investment 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
Q1 		– Sell
-900
Closed -$73K – 177
2013
Q4 		$73K Hold
900
– – 0.04% 148
2013
Q3 		$67K Buy
+900
New +$64.6K 0.04% 150

Other funds holding IYM

BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Indiana Trust & Investment Management's IYM Position: Q1 2014 in Review

Indiana Trust & Investment Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2014, closing a stake of 900 shares — an estimated $73K sold.

Indiana Trust & Investment Management first reported a position in IYM in Q3 2013 and held it in 2 quarters. The position peaked at $73K in Q4 2013. 98 funds tracked by Wall St. Rank hold IYM as of Q1 2014.

  • Indiana Trust & Investment Management reported no remaining iShares US Basic Materials ETF position as of Q1 2014 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 900 iShares US Basic Materials ETF shares in Q1 2014, an estimated $73K.
  • Indiana Trust & Investment Management first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 2 quarters.
  • Indiana Trust & Investment Management's iShares US Basic Materials ETF position peaked at $73K in Q4 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2014.

Based on Indiana Trust & Investment Management's 13F filing for Q1 2014, filed 28 May 2014.