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Strategic Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

Strategic Wealth 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
2014
Q1 		– Sell
-95,400
Closed -$7.77M – 34
2013
Q4 		$7.77M Sell
95,400
-24,600
-21% -$1.91M 7.86% 3
2013
Q3 		$8.88M Buy
+120,000
New +$8.61M 9.76% 2

Other funds holding IYM

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
NPC
National Planning Corporation El Segundo, California $726K AUM 14.28% 1-Year Est. Return

Strategic Wealth Management's IYM Position: Q1 2014 in Review

Strategic Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2014, closing a stake of 95,400 shares — an estimated $7.77M sold.

Strategic Wealth Management first reported a position in IYM in Q3 2013 and held it in 2 quarters. The position peaked at $8.88M in Q3 2013. 98 funds tracked by Wall St. Rank hold IYM as of Q1 2014.

  • Strategic Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q1 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 95,400 iShares US Basic Materials ETF shares in Q1 2014, an estimated $7.77M.
  • Strategic Wealth Management first reported a position in iShares US Basic Materials ETF in Q3 2013 and held it in 2 quarters.
  • Strategic Wealth Management's iShares US Basic Materials ETF position peaked at $8.88M in Q3 2013.
  • 98 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2014.

Based on Strategic Wealth Management's 13F filing for Q1 2014, filed 24 Apr 2014.