ZWJ Investment Counsel’s iShares US Basic Materials ETF IYM Stock Holding History

ZWJ Investment Counsel’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	-6,350	Closed	-$649K	–	223
2017 Q4	$649K	Hold	6,350	–	–	0.05%	143
2017 Q3	$608K	Hold	6,350	–	–	0.05%	145
2017 Q2	$567K	Hold	6,350	–	–	0.05%	151
2017 Q1	$566K	Buy	+6,350	New	+$556K	0.05%	160

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 $44.6B AUM 28.94% 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

ZWJ Investment Counsel's IYM Position: Q1 2018 in Review

ZWJ Investment Counsel sold out of iShares US Basic Materials ETF (IYM) in Q1 2018, closing a stake of 6,350 shares — an estimated $649K sold.

ZWJ Investment Counsel first reported a position in IYM in Q1 2017 and held it in 4 quarters. The position peaked at $649K in Q4 2017. 142 funds tracked by Wall St. Rank hold IYM as of Q1 2018.

ZWJ Investment Counsel reported no remaining iShares US Basic Materials ETF position as of Q1 2018 after selling out during the quarter.
ZWJ Investment Counsel sold 6,350 iShares US Basic Materials ETF shares in Q1 2018, an estimated $649K.
ZWJ Investment Counsel first reported a position in iShares US Basic Materials ETF in Q1 2017 and held it in 4 quarters.
ZWJ Investment Counsel's iShares US Basic Materials ETF position peaked at $649K in Q4 2017.
142 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2018.

Based on ZWJ Investment Counsel's 13F filing for Q1 2018, filed 24 Apr 2018.