Windsor Capital Management’s iShares US Basic Materials ETF IYM Stock Holding History

Windsor Capital 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
2015 Q4	–	Sell	-400	Closed	-$25K	–	259
2015 Q3	$25K	Buy	+400	New	+$29K	0.01%	234
2014 Q1	–	Sell	-290	Closed	-$24K	–	187
2013 Q4	$24K	Hold	290	–	–	0.01%	245
2013 Q3	$21K	Hold	290	–	–	0.01%	276
2013 Q2	$19K	Buy	+290	New	+$20.3K	0.01%	266

Other funds holding IYM

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Windsor Capital Management's IYM Position: Q4 2015 in Review

Windsor Capital Management sold out of iShares US Basic Materials ETF (IYM) in Q4 2015, closing a stake of 400 shares — an estimated $25K sold.

Windsor Capital Management first reported a position in IYM in Q2 2013 and held it in 4 quarters. The position peaked at $25K in Q3 2015. 95 funds tracked by Wall St. Rank hold IYM as of Q4 2015.

Windsor Capital Management reported no remaining iShares US Basic Materials ETF position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 400 iShares US Basic Materials ETF shares in Q4 2015, an estimated $25K.
Windsor Capital Management first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 4 quarters.
Windsor Capital Management's iShares US Basic Materials ETF position peaked at $25K in Q3 2015.
95 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.