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West Coast Financial’s iShares US Basic Materials ETF IYM Stock Holding History

West Coast Financial’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
Q3 		– Sell
-2,835
Closed -$215K – 142
2016
Q2 		$215K Buy
+2,835
New +$216K 0.08% 106

Other funds holding IYM

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

West Coast Financial's IYM Position: Q3 2016 in Review

West Coast Financial sold out of iShares US Basic Materials ETF (IYM) in Q3 2016, closing a stake of 2,835 shares — an estimated $215K sold.

West Coast Financial first reported a position in IYM in Q2 2016 and held it in 1 quarter. The position peaked at $215K in Q2 2016. 108 funds tracked by Wall St. Rank hold IYM as of Q3 2016.

  • West Coast Financial reported no remaining iShares US Basic Materials ETF position as of Q3 2016 after selling out during the quarter.
  • West Coast Financial sold 2,835 iShares US Basic Materials ETF shares in Q3 2016, an estimated $215K.
  • West Coast Financial first reported a position in iShares US Basic Materials ETF in Q2 2016 and held it in 1 quarter.
  • West Coast Financial's iShares US Basic Materials ETF position peaked at $215K in Q2 2016.
  • 108 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2016.

Based on West Coast Financial's 13F filing for Q3 2016, filed 24 Oct 2016.