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TCG Advisors’s iShares US Basic Materials ETF IYM Stock Holding History

TCG Advisors’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
-274
Closed -$25K – 519
2019
Q1 		$25K Buy
+274
New +$24.6K 0.02% 200

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

TCG Advisors's IYM Position: Q2 2019 in Review

TCG Advisors sold out of iShares US Basic Materials ETF (IYM) in Q2 2019, closing a stake of 274 shares — an estimated $25K sold.

TCG Advisors first reported a position in IYM in Q1 2019 and held it in 1 quarter. The position peaked at $25K in Q1 2019. 123 funds tracked by Wall St. Rank hold IYM as of Q2 2019.

  • TCG Advisors reported no remaining iShares US Basic Materials ETF position as of Q2 2019 after selling out during the quarter.
  • TCG Advisors sold 274 iShares US Basic Materials ETF shares in Q2 2019, an estimated $25K.
  • TCG Advisors first reported a position in iShares US Basic Materials ETF in Q1 2019 and held it in 1 quarter.
  • TCG Advisors's iShares US Basic Materials ETF position peaked at $25K in Q1 2019.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2019.

Based on TCG Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.