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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 $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Ingalls & Snyder LLC's IYM Position: Q1 2018 in Review

Ingalls & Snyder LLC sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 5,310 shares — an estimated $543K sold.

Ingalls & Snyder LLC first reported a position in IYM in Q2 2016 and held it in 7 quarters. The position peaked at $960K in Q3 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

  • Ingalls & Snyder LLC reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 5,310 iShares US Basic Materials ETF shares in Q1 2018, an estimated $543K.
  • Ingalls & Snyder LLC first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 7 quarters.
  • Ingalls & Snyder LLC's iShares US Basic Materials ETF position peaked at $960K in Q3 2017.
  • 142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Ingalls & Snyder LLC's 13F filing for Q1 2018, filed 17 Apr 2018.