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Beaumont Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Beaumont Financial 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
2013
Q4 		– Sell
-793,836
Closed -$23.3M – 163
2013
Q3 		$23.3M Buy
+793,836
New +$22.9M 2.07% 17

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Beaumont Financial Advisors's IYT Position: Q4 2013 in Review

Beaumont Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2013, closing a stake of 793,836 shares — an estimated $23.3M sold.

Beaumont Financial Advisors first reported a position in IYT in Q3 2013 and held it in 1 quarter. The position peaked at $23.3M in Q3 2013. 79 funds tracked by Wall St. Rank hold IYT as of Q4 2013.

  • Beaumont Financial Advisors reported no remaining iShares US Transportation ETF position as of Q4 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 793,836 iShares US Transportation ETF shares in Q4 2013, an estimated $23.3M.
  • Beaumont Financial Advisors first reported a position in iShares US Transportation ETF in Q3 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's iShares US Transportation ETF position peaked at $23.3M in Q3 2013.
  • 79 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2013.

Based on Beaumont Financial Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.