JOYN Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

JOYN Advisors’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 Q2	–	Sell	-511	Closed	-$43K	–	41
2014 Q1	$43K	Hold	511	–	–	0.02%	26
2013 Q4	$42K	Buy	+511	New	+$39.6K	0.02%	42

Other funds holding IYM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

NPC

National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

JOYN Advisors's IYM Position: Q2 2014 in Review

JOYN Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2014, closing a stake of 511 shares — an estimated $43K sold.

JOYN Advisors first reported a position in IYM in Q4 2013 and held it in 2 quarters. The position peaked at $43K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYM as of Q2 2014.

JOYN Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2014 after selling out during the quarter.
JOYN Advisors sold 511 iShares US Basic Materials ETF shares in Q2 2014, an estimated $43K.
JOYN Advisors first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 2 quarters.
JOYN Advisors's iShares US Basic Materials ETF position peaked at $43K in Q1 2014.
107 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2014.

Based on JOYN Advisors's 13F filing for Q2 2014, filed 7 Aug 2014.