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Advisor Partners’s iShares US Transportation ETF IYT Stock Holding History

Advisor Partners’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
Q4 		– Sell
-4,944
Closed -$253K – 642
2018
Q3 		$253K Buy
+4,944
New +$247K 0.03% 515

Other funds holding IYT

Citigroup
Citigroup New York $235B AUM 32.99% 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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Advisor Partners's IYT Position: Q4 2018 in Review

Advisor Partners sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 4,944 shares — an estimated $253K sold.

Advisor Partners first reported a position in IYT in Q3 2018 and held it in 1 quarter. The position peaked at $253K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Advisor Partners reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Advisor Partners sold 4,944 iShares US Transportation ETF shares in Q4 2018, an estimated $253K.
  • Advisor Partners first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 1 quarter.
  • Advisor Partners's iShares US Transportation ETF position peaked at $253K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Advisor Partners's 13F filing for Q4 2018, filed 29 Jan 2019.