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Johnson Financial Group Inc (Wisconsin)’s iShares US Basic Materials ETF IYM Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2013
Q4 		– Sell
-270
Closed -$20K – 710
2013
Q3 		$20K Sell
270
-160
-37% -$11.5K 0.01% 504
2013
Q2 		$29K Buy
+430
New +$30.1K 0.01% 479

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Johnson Financial Group Inc (Wisconsin)'s IYM Position: Q4 2013 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares US Basic Materials ETF (IYM) in Q4 2013, closing a stake of 270 shares — an estimated $20K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IYM in Q2 2013 and held it in 2 quarters. The position peaked at $29K in Q2 2013. 94 funds tracked by Wall St. Rank hold IYM as of Q4 2013.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining iShares US Basic Materials ETF position as of Q4 2013 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 270 iShares US Basic Materials ETF shares in Q4 2013, an estimated $20K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 2 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s iShares US Basic Materials ETF position peaked at $29K in Q2 2013.
  • 94 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2013.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q4 2013, filed 11 Feb 2014.