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

Catamount 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
2015
Q1 		– Sell
-1,100
Closed -$45K – 178
2014
Q4 		$45K Buy
+1,100
New +$43.2K 0.04% 51

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Catamount Wealth Management's IYT Position: Q1 2015 in Review

Catamount Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2015, closing a stake of 1,100 shares — an estimated $45K sold.

Catamount Wealth Management first reported a position in IYT in Q4 2014 and held it in 1 quarter. The position peaked at $45K in Q4 2014. 143 funds tracked by Wall St. Rank hold IYT as of Q1 2015.

  • Catamount Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2015 after selling out during the quarter.
  • Catamount Wealth Management sold 1,100 iShares US Transportation ETF shares in Q1 2015, an estimated $45K.
  • Catamount Wealth Management first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 1 quarter.
  • Catamount Wealth Management's iShares US Transportation ETF position peaked at $45K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2015.

Based on Catamount Wealth Management's 13F filing for Q1 2015, filed 22 Jun 2016.