Capstone Investment Advisors
IYT icon

Capstone Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Capstone Investment 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
2014
Q3 		– Sell
-8,148
Closed -$299K – 473
2014
Q2 		$299K Buy
+8,148
New +$287K ﹤0.01% 369

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CS
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MTWSIF
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JP Morgan Chase
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LPL Financial
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BTS
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Citigroup
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Capstone Investment Advisors's IYT Position: Q3 2014 in Review

Capstone Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2014, closing a stake of 8,148 shares — an estimated $299K sold.

Capstone Investment Advisors first reported a position in IYT in Q2 2014 and held it in 1 quarter. The position peaked at $299K in Q2 2014. 118 funds tracked by Wall St. Rank hold IYT as of Q3 2014.

  • Capstone Investment Advisors reported no remaining iShares US Transportation ETF position as of Q3 2014 after selling out during the quarter.
  • Capstone Investment Advisors sold 8,148 iShares US Transportation ETF shares in Q3 2014, an estimated $299K.
  • Capstone Investment Advisors first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 1 quarter.
  • Capstone Investment Advisors's iShares US Transportation ETF position peaked at $299K in Q2 2014.
  • 118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2014.

Based on Capstone Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.