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Obermeyer Wealth Partners’s iShares US Basic Materials ETF IYM Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-660
Closed -$44K – 178
2013
Q2 		$44K Buy
+660
New +$46.2K 0.01% 137

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SWM
Strategic Wealth Management Kirkland, Washington $202M AUM 9.35% 1-Year Est. Return

Obermeyer Wealth Partners's IYM Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of iShares US Basic Materials ETF (IYM) in Q3 2013, closing a stake of 660 shares — an estimated $44K sold.

Obermeyer Wealth Partners first reported a position in IYM in Q2 2013 and held it in 1 quarter. The position peaked at $44K in Q2 2013. 76 funds tracked by Wall St. Rank hold IYM as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining iShares US Basic Materials ETF position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 660 iShares US Basic Materials ETF shares in Q3 2013, an estimated $44K.
  • Obermeyer Wealth Partners first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's iShares US Basic Materials ETF position peaked at $44K in Q2 2013.
  • 76 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.