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Allegis Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Allegis Investment 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
2017
Q4 		– Sell
-17,332
Closed -$773K – 262
2017
Q3 		$773K Buy
+17,332
New +$736K 0.18% 116
2016
Q1 		– Sell
-768
Closed -$26K – 567
2015
Q4 		$26K Buy
+768
New +$27.5K 0.01% 449

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allegis Investment Advisors's IYT Position: Q4 2017 in Review

Allegis Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 17,332 shares — an estimated $773K sold.

Allegis Investment Advisors first reported a position in IYT in Q4 2015 and held it in 2 quarters. The position peaked at $773K in Q3 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Allegis Investment Advisors reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 17,332 iShares US Transportation ETF shares in Q4 2017, an estimated $773K.
  • Allegis Investment Advisors first reported a position in iShares US Transportation ETF in Q4 2015 and held it in 2 quarters.
  • Allegis Investment Advisors's iShares US Transportation ETF position peaked at $773K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Allegis Investment Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.