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Lugano Financial Advisors SA (LFA)’s iShares US Basic Materials ETF IYM Stock Holding History

Lugano Financial Advisors SA (LFA)’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
Q3 		– Sell
-245
Closed -$24K – 162
2018
Q2 		$24K Buy
+245
New +$24.5K 0.02% 117

Other funds holding IYM

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Lugano Financial Advisors SA (LFA)'s IYM Position: Q3 2018 in Review

Lugano Financial Advisors SA (LFA) sold out of iShares US Basic Materials ETF (IYM) in Q3 2018, closing a stake of 245 shares — an estimated $24K sold.

Lugano Financial Advisors SA (LFA) first reported a position in IYM in Q2 2018 and held it in 1 quarter. The position peaked at $24K in Q2 2018. 140 funds tracked by Wall St. Rank hold IYM as of Q3 2018.

  • Lugano Financial Advisors SA (LFA) reported no remaining iShares US Basic Materials ETF position as of Q3 2018 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 245 iShares US Basic Materials ETF shares in Q3 2018, an estimated $24K.
  • Lugano Financial Advisors SA (LFA) first reported a position in iShares US Basic Materials ETF in Q2 2018 and held it in 1 quarter.
  • Lugano Financial Advisors SA (LFA)'s iShares US Basic Materials ETF position peaked at $24K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2018.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q3 2018, filed 11 Oct 2018.