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Placemark Investments’s iShares US Basic Materials ETF IYM Stock Holding History

Placemark Investments’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
2014
Q4 		$263K Sell
3,186
-16,780
-84% -$1.4M ﹤0.01% 1453
2014
Q3 		$1.72M Buy
+19,966
New +$1.75M 0.03% 612
2014
Q2 		– Sell
-15,361
Closed -$1.28M – 1655
2014
Q1 		$1.28M Buy
15,361
+4,317
+39% +$349K 0.02% 701
2013
Q4 		$900K Sell
11,044
-3,088
-22% -$239K 0.01% 902
2013
Q3 		$1.05M Buy
+14,132
New +$1.01M 0.02% 786

Other funds holding IYM

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Chartist Inc Seal Beach, California $139M AUM

Placemark Investments's IYM Position: Q4 2014 in Review

Placemark Investments reduced its iShares US Basic Materials ETF (IYM) stake by 84% in Q4 2014, selling an estimated $1.4M and leaving 3,186 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

Placemark Investments first reported a position in IYM in Q3 2013 and has held it in 5 quarters since. The position peaked at $1.72M in Q3 2014. 108 funds tracked by Wall St. Rank hold IYM as of Q4 2014.

  • Placemark Investments held 3,186 shares of iShares US Basic Materials ETF worth $263K as of Q4 2014.
  • Placemark Investments sold 16,780 iShares US Basic Materials ETF shares in Q4 2014, an estimated $1.4M.
  • iShares US Basic Materials ETF made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1453 holding.
  • Placemark Investments first reported a position in iShares US Basic Materials ETF in Q3 2013 and has held it in 5 quarters since.
  • Placemark Investments's iShares US Basic Materials ETF position peaked at $1.72M in Q3 2014.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.