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Brick & Kyle Associates’s iShares US Transportation ETF IYT Stock Holding History

Brick & Kyle Associates’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
-200
Closed -$8K – 228
2017
Q1 		$8K Hold
200
– – 0.01% 355
2016
Q4 		$8K Hold
200
– – 0.01% 357
2016
Q3 		$7K Hold
200
– – 0.01% 366
2016
Q2 		$7K Hold
200
– – 0.01% 371
2016
Q1 		$7K Hold
200
– – 0.01% 362
2015
Q4 		$7K Hold
200
– – 0.01% 358
2015
Q3 		$7K Hold
200
– – 0.01% 371
2015
Q2 		$7K Hold
200
– – 0.01% 394
2015
Q1 		$8K Hold
200
– – 0.01% 388
2014
Q4 		$8K Buy
+200
New +$7.86K 0.01% 361

Other funds holding IYT

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

Brick & Kyle Associates's IYT Position: Q2 2017 in Review

Brick & Kyle Associates sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 200 shares — an estimated $8K sold.

Brick & Kyle Associates first reported a position in IYT in Q4 2014 and held it in 10 quarters. The position peaked at $8K in Q1 2017. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

  • Brick & Kyle Associates reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 200 iShares US Transportation ETF shares in Q2 2017, an estimated $8K.
  • Brick & Kyle Associates first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 10 quarters.
  • Brick & Kyle Associates's iShares US Transportation ETF position peaked at $8K in Q1 2017.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.