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Price Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Price Capital Management’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
2017
Q4 		– Sell
-27,749
Closed -$2.66M – 158
2017
Q3 		$2.66M Buy
+27,749
New +$2.56M 6.36% 6

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return

Price Capital Management's IYM Position: Q4 2017 in Review

Price Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2017, closing a stake of 27,749 shares — an estimated $2.66M sold.

Price Capital Management first reported a position in IYM in Q3 2017 and held it in 1 quarter. The position peaked at $2.66M in Q3 2017. 148 funds tracked by Wall St. Rank hold IYM as of Q4 2017.

  • Price Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2017 after selling out during the quarter.
  • Price Capital Management sold 27,749 iShares US Basic Materials ETF shares in Q4 2017, an estimated $2.66M.
  • Price Capital Management first reported a position in iShares US Basic Materials ETF in Q3 2017 and held it in 1 quarter.
  • Price Capital Management's iShares US Basic Materials ETF position peaked at $2.66M in Q3 2017.
  • 148 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2017.

Based on Price Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.