Schroder Investment Management Group
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Schroder Investment Management Group’s iShares US Basic Materials ETF IYM Stock Holding History

Schroder Investment Management Group’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 		– Sell
-28,837
Closed -$2.52M – 1471
2014
Q2 		$2.52M Sell
28,837
-249,860
-90% -$21.2M ﹤0.01% 860
2014
Q1 		$23.2M Hold
278,697
– – 0.03% 453
2013
Q4 		$22.7M Buy
278,697
+32,729
+13% +$2.54M 0.03% 439
2013
Q3 		$18.2M Buy
+245,968
New +$17.7M 0.04% 466

Other funds holding IYM

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIA
Arrow Investment Advisors Laurel, Maryland $103M AUM 13.88% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group's IYM Position: Q3 2014 in Review

Schroder Investment Management Group sold out of iShares US Basic Materials ETF (IYM) in Q3 2014, closing a stake of 28,837 shares — an estimated $2.52M sold.

Schroder Investment Management Group first reported a position in IYM in Q3 2013 and held it in 4 quarters. The position peaked at $23.2M in Q1 2014. 102 funds tracked by Wall St. Rank hold IYM as of Q3 2014.

  • Schroder Investment Management Group reported no remaining iShares US Basic Materials ETF position as of Q3 2014 after selling out during the quarter.
  • Schroder Investment Management Group sold 28,837 iShares US Basic Materials ETF shares in Q3 2014, an estimated $2.52M.
  • Schroder Investment Management Group first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 4 quarters.
  • Schroder Investment Management Group's iShares US Basic Materials ETF position peaked at $23.2M in Q1 2014.
  • 102 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2014.

Based on Schroder Investment Management Group's 13F filing for Q3 2014, filed 13 Nov 2014.