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Acorn Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

Acorn Wealth Advisors’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,328
Closed -$62K – 292
2018
Q2 		$62K Hold
1,328
– – 0.05% 235
2018
Q1 		$63K Hold
1,328
– – 0.05% 226
2017
Q4 		$66K Buy
+1,328
New +$59.8K 0.06% 218

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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

Acorn Wealth Advisors's IYT Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 1,328 shares — an estimated $62K sold.

Acorn Wealth Advisors first reported a position in IYT in Q4 2017 and held it in 3 quarters. The position peaked at $66K in Q4 2017. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,328 iShares US Transportation ETF shares in Q3 2018, an estimated $62K.
  • Acorn Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares US Transportation ETF position peaked at $66K in Q4 2017.
  • 147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.