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
-132,400
Closed -$4.87M – 474
2014
Q2 		$4.87M Buy
+132,400
New +$4.66M 0.06% 189

Other funds holding IYT

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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. 119 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.
  • 119 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.