Partnervest Advisory Services’s iShares US Basic Materials ETF IYM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-458
Closed -$38K 1070
2014
Q1
$38K Buy
458
+282
+160% +$22.8K 0.02% 377
2013
Q4
$14K Buy
+176
New +$13.6K 0.01% 564

Other funds holding IYM

Partnervest Advisory Services's IYM Position: Q2 2014 in Review

Partnervest Advisory Services sold out of iShares US Basic Materials ETF (IYM) in Q2 2014, closing a stake of 458 shares — an estimated $38K sold.

Partnervest Advisory Services first reported a position in IYM in Q4 2013 and held it in 2 quarters. The position peaked at $38K in Q1 2014. 107 funds tracked by Wall St. Rank hold IYM as of Q2 2014.

  • Partnervest Advisory Services reported no remaining iShares US Basic Materials ETF position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 458 iShares US Basic Materials ETF shares in Q2 2014, an estimated $38K.
  • Partnervest Advisory Services first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 2 quarters.
  • Partnervest Advisory Services's iShares US Basic Materials ETF position peaked at $38K in Q1 2014.
  • 107 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.