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Stringer Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Stringer Asset 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
Q3 		– Sell
-9,858
Closed -$863K – 40
2014
Q2 		$863K Sell
9,858
-1,244
-11% -$106K 0.53% 23
2014
Q1 		$924K Sell
11,102
-3,224
-23% -$261K 0.7% 22
2013
Q4 		$1.17M Buy
+14,326
New +$1.11M 1.03% 23

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

Stringer Asset Management's IYM Position: Q3 2014 in Review

Stringer Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2014, closing a stake of 9,858 shares — an estimated $863K sold.

Stringer Asset Management first reported a position in IYM in Q4 2013 and held it in 3 quarters. The position peaked at $1.17M in Q4 2013. 102 funds tracked by Wall St. Rank hold IYM as of Q3 2014.

  • Stringer Asset Management reported no remaining iShares US Basic Materials ETF position as of Q3 2014 after selling out during the quarter.
  • Stringer Asset Management sold 9,858 iShares US Basic Materials ETF shares in Q3 2014, an estimated $863K.
  • Stringer Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 3 quarters.
  • Stringer Asset Management's iShares US Basic Materials ETF position peaked at $1.17M in Q4 2013.
  • 102 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2014.

Based on Stringer Asset Management's 13F filing for Q3 2014, filed 14 Oct 2014.