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Patriot Financial Group Insurance Agency’s iShares US Basic Materials ETF IYM Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-50
Closed -$5K – 1054
2018
Q3 		$5K Buy
+50
New +$5.03K ﹤0.01% 743
2017
Q2 		– Sell
-153
Closed -$14K – 931
2017
Q1 		$14K Buy
+153
New +$13.4K 0.01% 432

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYM Position: Q4 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Basic Materials ETF (IYM) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in IYM in Q1 2017 and held it in 2 quarters. The position peaked at $14K in Q1 2017. 127 funds tracked by Wall St. Rank hold IYM as of Q4 2018.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Basic Materials ETF position as of Q4 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 iShares US Basic Materials ETF shares in Q4 2018, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 2 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Basic Materials ETF position peaked at $14K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2018, filed 4 Feb 2019.