Prime Capital Investment Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

Prime Capital Investment Advisors’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
2019 Q3	–	Sell	-600	Closed	-$57K	–	618
2019 Q2	$57K	Hold	600	–	–	0.01%	237
2019 Q1	$55K	Buy	+600	New	+$53.9K	0.02%	190
2018 Q4	–	Sell	-1,800	Closed	-$177K	–	394
2018 Q3	$177K	Hold	1,800	–	–	0.06%	130
2018 Q2	$178K	Hold	1,800	–	–	0.07%	125
2018 Q1	$173K	Hold	1,800	–	–	0.12%	103
2017 Q4	$184K	Buy	+1,800	New	+$179K	0.14%	97

Other funds holding IYM

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OWD

Osborn Williams & Donohoe Cincinnati, Ohio $762M AUM 2.74% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Prime Capital Investment Advisors's IYM Position: Q3 2019 in Review

Prime Capital Investment Advisors sold out of iShares US Basic Materials ETF (IYM) in Q3 2019, closing a stake of 600 shares — an estimated $57K sold.

Prime Capital Investment Advisors first reported a position in IYM in Q4 2017 and held it in 6 quarters. The position peaked at $184K in Q4 2017. 119 funds tracked by Wall St. Rank hold IYM as of Q3 2019.

Prime Capital Investment Advisors reported no remaining iShares US Basic Materials ETF position as of Q3 2019 after selling out during the quarter.
Prime Capital Investment Advisors sold 600 iShares US Basic Materials ETF shares in Q3 2019, an estimated $57K.
Prime Capital Investment Advisors first reported a position in iShares US Basic Materials ETF in Q4 2017 and held it in 6 quarters.
Prime Capital Investment Advisors's iShares US Basic Materials ETF position peaked at $184K in Q4 2017.
119 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2019.

Based on Prime Capital Investment Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.