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

Transamerica Financial 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
2016
Q4 		– Sell
-17,044
Closed -$1.35M – 451
2016
Q3 		$1.35M Buy
17,044
+2,338
+16% +$185K 0.15% 134
2016
Q2 		$1.12M Buy
+14,706
New +$1.12M 0.11% 152

Other funds holding IYM

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
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transamerica Financial Advisors's IYM Position: Q4 2016 in Review

Transamerica Financial Advisors sold out of iShares US Basic Materials ETF (IYM) in Q4 2016, closing a stake of 17,044 shares — an estimated $1.35M sold.

Transamerica Financial Advisors first reported a position in IYM in Q2 2016 and held it in 2 quarters. The position peaked at $1.35M in Q3 2016. 123 funds tracked by Wall St. Rank hold IYM as of Q4 2016.

  • Transamerica Financial Advisors reported no remaining iShares US Basic Materials ETF position as of Q4 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 17,044 iShares US Basic Materials ETF shares in Q4 2016, an estimated $1.35M.
  • Transamerica Financial Advisors first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 2 quarters.
  • Transamerica Financial Advisors's iShares US Basic Materials ETF position peaked at $1.35M in Q3 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2016.

Based on Transamerica Financial Advisors's 13F filing for Q4 2016, filed 2 Feb 2017.