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

Vantage Investment 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
2018 Q3	$4K	Hold	45	–	–	﹤0.01%	652
2018 Q2	$4K	Hold	45	–	–	﹤0.01%	656
2018 Q1	$4K	Hold	45	–	–	﹤0.01%	686
2017 Q4	$5K	Hold	45	–	–	﹤0.01%	678
2017 Q3	$4K	Sell	45 -70	-61%	-$6.47K	﹤0.01%	679
2017 Q2	$10K	Buy	115 +70	+156%	+$6.22K	﹤0.01%	544
2017 Q1	$4K	Hold	45	–	–	﹤0.01%	654
2016 Q4	$4K	Hold	45	–	–	﹤0.01%	649
2016 Q3	$4K	Hold	45	–	–	﹤0.01%	624
2016 Q2	$3K	Hold	45	–	–	﹤0.01%	679
2016 Q1	$3K	Hold	45	–	–	﹤0.01%	678
2015 Q4	$3K	Hold	45	–	–	﹤0.01%	670
2015 Q3	$3K	Hold	45	–	–	﹤0.01%	676
2015 Q2	$4K	Sell	45 -45	-50%	-$3.79K	﹤0.01%	631
2015 Q1	$7K	Buy	90 +45	+100%	+$3.73K	﹤0.01%	657
2014 Q4	$4K	Hold	45	–	–	﹤0.01%	637
2014 Q3	$4K	Hold	45	–	–	﹤0.01%	599
2014 Q2	$4K	Hold	45	–	–	﹤0.01%	597
2014 Q1	$4K	Hold	45	–	–	﹤0.01%	556
2013 Q4	$4K	Buy	+45	New	+$3.49K	﹤0.01%	530

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

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

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

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

UCFA

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

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Vantage Investment Advisors's IYM Position: Q3 2018 in Review

Vantage Investment Advisors held its iShares US Basic Materials ETF (IYM) position steady in Q3 2018 at 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

Vantage Investment Advisors first reported a position in IYM in Q4 2013 and has held it in 20 quarters since. The position peaked at $10K in Q2 2017. 140 funds tracked by Wall St. Rank hold IYM as of Q3 2018.

Vantage Investment Advisors held 45 shares of iShares US Basic Materials ETF worth $4K as of Q3 2018.
Vantage Investment Advisors left its iShares US Basic Materials ETF share count unchanged in Q3 2018.
iShares US Basic Materials ETF made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #652 holding.
Vantage Investment Advisors first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 20 quarters since.
Vantage Investment Advisors's iShares US Basic Materials ETF position peaked at $10K in Q2 2017.
140 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.