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Avalon Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Avalon Capital 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
2017
Q2 		– Sell
-21,080
Closed -$864K – 89
2017
Q1 		$864K Sell
21,080
-24,700
-54% -$1.03M 0.6% 55
2016
Q4 		$1.86M Buy
+45,780
New +$1.78M 1.42% 25

Other funds holding IYT

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Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

Avalon Capital Management's IYT Position: Q2 2017 in Review

Avalon Capital Management sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 21,080 shares — an estimated $864K sold.

Avalon Capital Management first reported a position in IYT in Q4 2016 and held it in 2 quarters. The position peaked at $1.86M in Q4 2016. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

  • Avalon Capital Management reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
  • Avalon Capital Management sold 21,080 iShares US Transportation ETF shares in Q2 2017, an estimated $864K.
  • Avalon Capital Management first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 2 quarters.
  • Avalon Capital Management's iShares US Transportation ETF position peaked at $1.86M in Q4 2016.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on Avalon Capital Management's 13F filing for Q2 2017, filed 27 Jul 2017.