Pathlight Investors’s iShares US Basic Materials ETF IYM Stock Holding History

Pathlight Investors’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 Q4	$202K	Buy	+2,325	New	+$208K	0.17%	97

Other funds holding IYM

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

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

Pathlight Investors's IYM Position: Q4 2018 in Review

Pathlight Investors opened a new position in iShares US Basic Materials ETF (IYM) in Q4 2018: 2,325 shares worth $202K. The stake represents 0.17% of the portfolio and ranks #97 among its holdings.

127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

Pathlight Investors held 2,325 shares of iShares US Basic Materials ETF worth $202K as of Q4 2018.
iShares US Basic Materials ETF was a new Pathlight Investors position in Q4 2018.
iShares US Basic Materials ETF made up 0.17% of Pathlight Investors's portfolio in Q4 2018, its #97 holding.
127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Pathlight Investors's 13F filing for Q4 2018, filed 19 Feb 2019.