LWA
IYM icon

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

Lenox Wealth 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
2015
Q1 		– Sell
-185
Closed -$15K – 329
2014
Q4 		$15K Buy
+185
New +$15.4K 0.01% 148

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Lenox Wealth Advisors's IYM Position: Q1 2015 in Review

Lenox Wealth Advisors sold out of iShares US Basic Materials ETF (IYM) in Q1 2015, closing a stake of 185 shares — an estimated $15K sold.

Lenox Wealth Advisors first reported a position in IYM in Q4 2014 and held it in 1 quarter. The position peaked at $15K in Q4 2014. 103 funds tracked by Wall St. Rank hold IYM as of Q1 2015.

  • Lenox Wealth Advisors reported no remaining iShares US Basic Materials ETF position as of Q1 2015 after selling out during the quarter.
  • Lenox Wealth Advisors sold 185 iShares US Basic Materials ETF shares in Q1 2015, an estimated $15K.
  • Lenox Wealth Advisors first reported a position in iShares US Basic Materials ETF in Q4 2014 and held it in 1 quarter.
  • Lenox Wealth Advisors's iShares US Basic Materials ETF position peaked at $15K in Q4 2014.
  • 103 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2015.

Based on Lenox Wealth Advisors's 13F filing for Q1 2015, filed 15 Apr 2015.