Moneta Group Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Moneta Group Investment 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
2014 Q3	–	Sell	-3,000	Closed	-$263K	–	139
2014 Q2	$263K	Hold	3,000	–	–	0.14%	113
2014 Q1	$250K	Sell	3,000 -2,780	-48%	-$225K	0.15%	101
2013 Q4	$471K	Sell	5,780 -1,800	-24%	-$140K	0.28%	61
2013 Q3	$561K	Hold	7,580	–	–	0.37%	51
2013 Q2	$508K	Buy	+7,580	New	+$530K	0.36%	57

Other funds holding IYM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AIA

Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's IYM Position: Q3 2014 in Review

Moneta Group Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2014, closing a stake of 3,000 shares — an estimated $263K sold.

Moneta Group Investment Advisors first reported a position in IYM in Q2 2013 and held it in 5 quarters. The position peaked at $561K in Q3 2013. 102 funds tracked by Wall St. Rank hold IYM as of Q3 2014.

Moneta Group Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2014 after selling out during the quarter.
Moneta Group Investment Advisors sold 3,000 iShares US Basic Materials ETF shares in Q3 2014, an estimated $263K.
Moneta Group Investment Advisors first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 5 quarters.
Moneta Group Investment Advisors's iShares US Basic Materials ETF position peaked at $561K in Q3 2013.
102 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2014.

Based on Moneta Group Investment Advisors's 13F filing for Q3 2014, filed 3 Nov 2014.