Jim Simons
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Jim Simons’s iShares US Basic Materials ETF IYM Stock Holding History

Jim Simons’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
Q2 		– Sell
-4,200
Closed -$404K – 3407
2018
Q1 		$404K Buy
4,200
+100
+2% +$10.3K ﹤0.01% 2981
2017
Q4 		$419K Buy
+4,100
New +$407K ﹤0.01% 2923

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Jim Simons's IYM Position: Q2 2018 in Review

Jim Simons sold out of iShares US Basic Materials ETF (IYM) in Q2 2018, closing a stake of 4,200 shares — an estimated $404K sold.

Jim Simons first reported a position in IYM in Q4 2017 and held it in 2 quarters. The position peaked at $419K in Q4 2017. 133 funds tracked by Wall St. Rank hold IYM as of Q2 2018.

  • Jim Simons reported no remaining iShares US Basic Materials ETF position as of Q2 2018 after selling out during the quarter.
  • Jim Simons sold 4,200 iShares US Basic Materials ETF shares in Q2 2018, an estimated $404K.
  • Jim Simons first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 2 quarters.
  • Jim Simons's iShares US Basic Materials ETF position peaked at $419K in Q4 2017.
  • 133 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2018.

Based on Renaissance Technologies's 13F filing for Q2 2018, filed 13 Aug 2018.