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QS Legg Mason Global Asset Allocation’s iShares US Basic Materials ETF IYM Stock Holding History

QS Legg Mason Global Asset Allocation’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
Q3 		$26K Hold
300
– – ﹤0.01% 26
2014
Q2 		$27K Buy
+300
New +$25.5K ﹤0.01% 57

Other funds holding IYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
AIA
Arrow Investment Advisors Laurel, Maryland $93.9M AUM 10.95% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Legg Mason Global Asset Allocation's IYM Position: Q3 2014 in Review

QS Legg Mason Global Asset Allocation held its iShares US Basic Materials ETF (IYM) position steady in Q3 2014 at 300 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #26.

QS Legg Mason Global Asset Allocation first reported a position in IYM in Q2 2014 and has held it in 2 quarters since. The position peaked at $27K in Q2 2014. 102 funds tracked by Wall St. Rank hold IYM as of Q3 2014.

  • QS Legg Mason Global Asset Allocation held 300 shares of iShares US Basic Materials ETF worth $26K as of Q3 2014.
  • QS Legg Mason Global Asset Allocation left its iShares US Basic Materials ETF share count unchanged in Q3 2014.
  • iShares US Basic Materials ETF made up ﹤0.01% of QS Legg Mason Global Asset Allocation's portfolio in Q3 2014, its #26 holding.
  • QS Legg Mason Global Asset Allocation first reported a position in iShares US Basic Materials ETF in Q2 2014 and has held it in 2 quarters since.
  • QS Legg Mason Global Asset Allocation's iShares US Basic Materials ETF position peaked at $27K in Q2 2014.
  • 102 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2014.

Based on QS Legg Mason Global Asset Allocation's 13F filing for Q3 2014, filed 14 Nov 2014.