NPC
IYM icon

National Planning Corporation’s iShares US Basic Materials ETF IYM Stock Holding History

National Planning Corporation’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
Q1 		– Sell
-89
Closed -$9.1K – 27
2017
Q4 		$9.1K Sell
89
-3,346
-97% -$332K 1.25% 31
2017
Q3 		$329K Sell
3,435
-89,211
-96% -$8.24M 0.03% 496
2017
Q2 		$8.36M Buy
92,646
+69,562
+301% +$6.18M 0.64% 32
2017
Q1 		$2.06M Buy
23,084
+20,435
+771% +$1.79M 0.16% 140
2016
Q4 		$231K Buy
+2,649
New +$214K 0.02% 574
2016
Q3 		– Sell
-36,364
Closed -$2.89M – 686
2016
Q2 		$2.89M Buy
36,364
+12,010
+49% +$917K 0.22% 98
2016
Q1 		$1.84M Buy
+24,354
New +$1.64M 0.16% 145
2015
Q1 		– Sell
-8,410
Closed -$674K – 1374
2014
Q4 		$674K Sell
8,410
-6,793
-45% -$565K 0.05% 325
2014
Q3 		$1.28M Sell
15,203
-155,185
-91% -$13.6M 0.1% 205
2014
Q2 		$14.9M Buy
170,388
+11,012
+7% +$936K 1.17% 12
2014
Q1 		$13.5M Buy
159,376
+64,196
+67% +$5.19M 1.16% 13
2013
Q4 		$7.75M Buy
95,180
+64,747
+213% +$5.02M 0.69% 30
2013
Q3 		$2.26M Buy
+30,433
New +$2.18M 0.22% 106

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

National Planning Corporation's IYM Position: Q1 2018 in Review

National Planning Corporation sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 89 shares — an estimated $9.1K sold.

National Planning Corporation first reported a position in IYM in Q3 2013 and held it in 13 quarters. The position peaked at $14.9M in Q2 2014. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

  • National Planning Corporation reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
  • National Planning Corporation sold 89 iShares US Basic Materials ETF shares in Q1 2018, an estimated $9.1K.
  • National Planning Corporation first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 13 quarters.
  • National Planning Corporation's iShares US Basic Materials ETF position peaked at $14.9M in Q2 2014.
  • 142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on National Planning Corporation's 13F filing for Q1 2018.