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

Verity 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
2018 Q1	–	Sell	-4,510	Closed	-$461K	–	135
2017 Q4	$461K	Buy	+4,510	New	+$448K	0.35%	46
2014 Q2	–	Sell	-2,889	Closed	-$242K	–	69
2014 Q1	$242K	Sell	2,889 -838	-22%	-$67.8K	0.25%	56
2013 Q4	$303K	Buy	+3,727	New	+$289K	0.33%	32

Other funds holding IYM

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Verity Asset Management's IYM Position: Q1 2018 in Review

Verity Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 4,510 shares — an estimated $461K sold.

Verity Asset Management first reported a position in IYM in Q4 2013 and held it in 3 quarters. The position peaked at $461K in Q4 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

Verity Asset Management reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
Verity Asset Management sold 4,510 iShares US Basic Materials ETF shares in Q1 2018, an estimated $461K.
Verity Asset Management first reported a position in iShares US Basic Materials ETF in Q4 2013 and held it in 3 quarters.
Verity Asset Management's iShares US Basic Materials ETF position peaked at $461K in Q4 2017.
142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on Verity Asset Management's 13F filing for Q1 2018, filed 2 May 2018.