NEXT Financial Holdings’s iShares US Basic Materials ETF IYM Stock Holding History

NEXT Financial Holdings’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 Q1	$87K	Buy	+951	New	+$85.4K	0.02%	572

Other funds holding IYM

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

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

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

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

UCFA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

OWD

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NEXT Financial Holdings's IYM Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in iShares US Basic Materials ETF (IYM) in Q1 2019: 951 shares worth $87K. The stake represents 0.02% of the portfolio and ranks #572 among its holdings.

130 funds tracked by Wall St. Rank hold IYM as of Q1 2019.

NEXT Financial Holdings held 951 shares of iShares US Basic Materials ETF worth $87K as of Q1 2019.
iShares US Basic Materials ETF was a new NEXT Financial Holdings position in Q1 2019.
iShares US Basic Materials ETF made up 0.02% of NEXT Financial Holdings's portfolio in Q1 2019, its #572 holding.
130 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.