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MassMutual Private Wealth & Trust’s iShares US Basic Materials ETF IYM Stock Holding History

MassMutual Private Wealth & Trust’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
2019
Q2 		– Sell
-63
Closed -$5.76K – 795
2019
Q1 		$5.76K Hold
63
– – ﹤0.01% 669
2018
Q4 		$5.29K Sell
63
-62
-50% -$5.55K ﹤0.01% 653
2018
Q3 		$12.3K Hold
125
– – ﹤0.01% 579
2018
Q2 		$12.4K Hold
125
– – ﹤0.01% 574
2018
Q1 		$12K Hold
125
– – ﹤0.01% 572
2017
Q4 		$12.8K Hold
125
– – ﹤0.01% 586
2017
Q3 		$12K Hold
125
– – ﹤0.01% 736
2017
Q2 		$11.2K Hold
125
– – ﹤0.01% 722
2017
Q1 		$11.1K Buy
125
+56
+81% +$4.91K ﹤0.01% 687
2016
Q4 		$5.74K Buy
+69
New +$5.58K ﹤0.01% 524

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OWD
Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return
FEM
Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return