AF
IYT icon

Alerus Financial’s iShares US Transportation ETF IYT Stock Holding History

Alerus Financial’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
Q1 		– Sell
-34,540
Closed -$1.66M – 139
2017
Q4 		$1.66M Buy
+34,540
New +$1.56M 0.23% 86

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Alerus Financial's IYT Position: Q1 2018 in Review

Alerus Financial sold out of iShares US Transportation ETF (IYT) in Q1 2018, closing a stake of 34,540 shares — an estimated $1.66M sold.

Alerus Financial first reported a position in IYT in Q4 2017 and held it in 1 quarter. The position peaked at $1.66M in Q4 2017. 135 funds tracked by Wall St. Rank hold IYT as of Q1 2018.

  • Alerus Financial reported no remaining iShares US Transportation ETF position as of Q1 2018 after selling out during the quarter.
  • Alerus Financial sold 34,540 iShares US Transportation ETF shares in Q1 2018, an estimated $1.66M.
  • Alerus Financial first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 1 quarter.
  • Alerus Financial's iShares US Transportation ETF position peaked at $1.66M in Q4 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2018.

Based on Alerus Financial's 13F filing for Q1 2018, filed 10 May 2018.