Krilogy Financial’s iShares US Basic Materials ETF IYM Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-302	Closed	-$30K	–	406
2018 Q3	$30K	Buy	+302	New	+$30.4K	0.01%	376
2018 Q2	–	Sell	-302	Closed	-$29K	–	392
2018 Q1	$29K	Hold	302	–	–	0.01%	394
2017 Q4	$31K	Hold	302	–	–	0.01%	381
2017 Q3	$29K	Hold	302	–	–	0.01%	424
2017 Q2	$27K	Hold	302	–	–	0.01%	401
2017 Q1	$25K	Hold	302	–	–	0.01%	392
2016 Q4	$25K	Hold	302	–	–	0.01%	392
2016 Q3	$24K	Hold	302	–	–	0.01%	413
2016 Q2	$23K	Buy	+302	New	+$23K	0.01%	418

Other funds holding IYM

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Krilogy Financial's IYM Position: Q4 2018 in Review

Krilogy Financial sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 302 shares — an estimated $30K sold.

Krilogy Financial first reported a position in IYM in Q2 2016 and held it in 9 quarters. The position peaked at $31K in Q4 2017. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

Krilogy Financial reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 302 iShares US Basic Materials ETF shares in Q4 2018, an estimated $30K.
Krilogy Financial first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 9 quarters.
Krilogy Financial's iShares US Basic Materials ETF position peaked at $31K in Q4 2017.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.