AIM
IYT icon

Advantage Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Advantage Investment Management’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
2019
Q1 		– Sell
-104
Closed -$4K – 971
2018
Q4 		$4K Buy
+104
New +$4.8K ﹤0.01% 813

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Advantage Investment Management's IYT Position: Q1 2019 in Review

Advantage Investment Management sold out of iShares US Transportation ETF (IYT) in Q1 2019, closing a stake of 104 shares — an estimated $4K sold.

Advantage Investment Management first reported a position in IYT in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 139 funds tracked by Wall St. Rank hold IYT as of Q1 2019.

  • Advantage Investment Management reported no remaining iShares US Transportation ETF position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 104 iShares US Transportation ETF shares in Q1 2019, an estimated $4K.
  • Advantage Investment Management first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 1 quarter.
  • Advantage Investment Management's iShares US Transportation ETF position peaked at $4K in Q4 2018.
  • 139 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.