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

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

CAM

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

UCFA

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

MassMutual Private Wealth & Trust's IYM Position: Q2 2019 in Review

MassMutual Private Wealth & Trust sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 63 shares — an estimated $5.76K sold.

MassMutual Private Wealth & Trust first reported a position in IYM in Q4 2016 and held it in 10 quarters. The position peaked at $12.8K in Q4 2017. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

MassMutual Private Wealth & Trust reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 63 iShares US Basic Materials ETF shares in Q2 2019, an estimated $5.76K.
MassMutual Private Wealth & Trust first reported a position in iShares US Basic Materials ETF in Q4 2016 and held it in 10 quarters.
MassMutual Private Wealth & Trust's iShares US Basic Materials ETF position peaked at $12.8K in Q4 2017.
123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2019, filed 14 Aug 2019.