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Ingalls & Snyder LLC’s iShares US Basic Materials ETF IYM Stock Holding History

Ingalls & Snyder LLC’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
Q1 		– Sell
-5,310
Closed -$543K – 412
2017
Q4 		$543K Sell
5,310
-4,710
-47% -$467K 0.03% 267
2017
Q3 		$960K Hold
10,020
– – 0.05% 196
2017
Q2 		$895K Sell
10,020
-225
-2% -$20K 0.05% 194
2017
Q1 		$913K Buy
10,245
+70
+0.7% +$6.13K 0.05% 206
2016
Q4 		$846K Buy
10,175
+45
+0.4% +$3.64K 0.05% 212
2016
Q3 		$800K Hold
10,130
– – 0.04% 212
2016
Q2 		$769K Buy
+10,130
New +$773K 0.05% 211

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return