New England Securities’s iShares US Basic Materials ETF IYM Stock Holding History

New England Securities’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 Q4	$93K	Sell	1,125 -11,883	-91%	-$988K	0.03%	440
2014 Q3	$1.12M	Buy	13,008 +2,242	+21%	+$197K	0.39%	57
2014 Q2	$942K	Buy	10,766 +43	+0.4%	+$3.65K	0.33%	68
2014 Q1	$893K	Buy	10,723 +5,480	+105%	+$443K	0.34%	66
2013 Q4	$427K	Buy	5,243 +657	+14%	+$50.9K	0.18%	153
2013 Q3	$339K	Buy	4,586 +4,418	+2,630%	+$317K	0.17%	155
2013 Q2	$11K	Buy	+168	New	+$11.7K	0.01%	840

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Chartist Inc Seal Beach, California $160M AUM 15.21% 1-Year Est. Return

New England Securities's IYM Position: Q4 2014 in Review

New England Securities reduced its iShares US Basic Materials ETF (IYM) stake by 91% in Q4 2014, selling an estimated $988K and leaving 1,125 shares worth $93K. The position accounts for 0.03% of the portfolio, ranked #440.

New England Securities first reported a position in IYM in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.12M in Q3 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

New England Securities held 1,125 shares of iShares US Basic Materials ETF worth $93K as of Q4 2014.
New England Securities sold 11,883 iShares US Basic Materials ETF shares in Q4 2014, an estimated $988K.
iShares US Basic Materials ETF made up 0.03% of New England Securities's portfolio in Q4 2014, its #440 holding.
New England Securities first reported a position in iShares US Basic Materials ETF in Q2 2013 and has held it in 7 quarters since.
New England Securities's iShares US Basic Materials ETF position peaked at $1.12M in Q3 2014.
108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.