Bay Harbor Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Bay Harbor Wealth 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
2020 Q2	–	Sell	-12	Closed	–	–	385
2020 Q1	$0	Buy	+12	New	+$528	﹤0.01%	373
2019 Q2	–	Sell	-188	Closed	-$9K	–	382
2019 Q1	$9K	Buy	188 +8	+4%	+$364	0.01%	279
2018 Q4	$7K	Buy	+180	New	+$8.31K	0.01%	269

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bay Harbor Wealth Management's IYT Position: Q2 2020 in Review

Bay Harbor Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2020, closing a stake of 12 shares.

Bay Harbor Wealth Management first reported a position in IYT in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q1 2019. 132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

Bay Harbor Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 12 iShares US Transportation ETF shares in Q2 2020.
Bay Harbor Wealth Management first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 3 quarters.
Bay Harbor Wealth Management's iShares US Transportation ETF position peaked at $9K in Q1 2019.
132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.