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

Sterling 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
2019 Q2	–	Sell	-10,531	Closed	-$963K	–	852
2019 Q1	$963K	Sell	10,531 -11,360	-52%	-$1.02M	0.01%	584
2018 Q4	$1.84M	Buy	+21,891	New	+$1.96M	0.02%	401

Other funds holding IYM

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OWD

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

FEM

Fulcrum Equity Management Plano, Texas $136M AUM 42.95% 1-Year Est. Return

Sterling Capital Management's IYM Position: Q2 2019 in Review

Sterling Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 10,531 shares — an estimated $963K sold.

Sterling Capital Management first reported a position in IYM in Q4 2018 and held it in 2 quarters. The position peaked at $1.84M in Q4 2018. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

Sterling Capital Management reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
Sterling Capital Management sold 10,531 iShares US Basic Materials ETF shares in Q2 2019, an estimated $963K.
Sterling Capital Management first reported a position in iShares US Basic Materials ETF in Q4 2018 and held it in 2 quarters.
Sterling Capital Management's iShares US Basic Materials ETF position peaked at $1.84M in Q4 2018.
123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on Sterling Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.