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Apriem Advisors’s iShares US Transportation ETF IYT Stock Holding History

Apriem 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
Q1 		– Sell
-680
Closed -$28K – 694
2016
Q4 		$28K Buy
+680
New +$26.4K 0.01% 299

Other funds holding IYT

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Apriem Advisors's IYT Position: Q1 2017 in Review

Apriem Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 680 shares — an estimated $28K sold.

Apriem Advisors first reported a position in IYT in Q4 2016 and held it in 1 quarter. The position peaked at $28K in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

  • Apriem Advisors reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
  • Apriem Advisors sold 680 iShares US Transportation ETF shares in Q1 2017, an estimated $28K.
  • Apriem Advisors first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 1 quarter.
  • Apriem Advisors's iShares US Transportation ETF position peaked at $28K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Apriem Advisors's 13F filing for Q1 2017, filed 15 May 2017.