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MSI Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

MSI Financial Services’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
2016
Q4 		$213K Sell
2,566
-9,100
-78% -$736K 0.01% 1056
2016
Q3 		$922K Sell
11,666
-322
-3% -$25.5K 0.03% 455
2016
Q2 		$911K Buy
11,988
+10,129
+545% +$773K 0.03% 427
2016
Q1 		$136K Buy
1,859
+129
+7% +$8.67K 0.01% 1179
2015
Q4 		$122K Buy
1,730
+858
+98% +$61.8K 0.01% 1185
2015
Q3 		$56K Sell
872
-1,272
-59% -$92.4K ﹤0.01% 1165
2015
Q2 		$173K Sell
2,144
-118
-5% -$9.93K 0.01% 768
2015
Q1 		$185K Sell
2,262
-707
-24% -$58.6K 0.01% 768
2014
Q4 		$245K Sell
2,969
-795
-21% -$66.1K 0.03% 528
2014
Q3 		$324K Buy
3,764
+311
+9% +$27.3K 0.04% 447
2014
Q2 		$302K Sell
3,453
-42
-1% -$3.57K 0.04% 455
2014
Q1 		$291K Sell
3,495
-1,009
-22% -$81.6K 0.04% 415
2013
Q4 		$367K Buy
4,504
+809
+22% +$62.7K 0.06% 348
2013
Q3 		$273K Sell
3,695
-60
-2% -$4.31K 0.05% 360
2013
Q2 		$252K Buy
+3,755
New +$263K 0.05% 351

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MSI Financial Services's IYM Position: Q4 2016 in Review

MSI Financial Services reduced its iShares US Basic Materials ETF (IYM) stake by 78% in Q4 2016, selling an estimated $736K and leaving 2,566 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #1056.

MSI Financial Services first reported a position in IYM in Q2 2013 and has held it in 15 quarters since. The position peaked at $922K in Q3 2016. 123 funds tracked by Wall St. Rank hold IYM as of Q4 2016.

  • MSI Financial Services held 2,566 shares of iShares US Basic Materials ETF worth $213K as of Q4 2016.
  • MSI Financial Services sold 9,100 iShares US Basic Materials ETF shares in Q4 2016, an estimated $736K.
  • iShares US Basic Materials ETF made up 0.01% of MSI Financial Services's portfolio in Q4 2016, its #1056 holding.
  • MSI Financial Services first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 15 quarters since.
  • MSI Financial Services's iShares US Basic Materials ETF position peaked at $922K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.