Certified Advisory Corp’s iShares US Transportation ETF IYT Stock Holding History

Certified Advisory Corp’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
2019 Q4	–	Sell	-200	Closed	-$9.59K	–	825
2019 Q3	$9K	Sell	200 -200	-50%	-$9.33K	﹤0.01%	598
2019 Q2	$19K	Hold	400	–	–	0.01%	497
2019 Q1	$19K	Buy	+400	New	+$18.2K	0.01%	462

Other funds holding IYT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Certified Advisory Corp's IYT Position: Q4 2019 in Review

Certified Advisory Corp sold out of iShares US Transportation ETF (IYT) in Q4 2019, closing a stake of 200 shares — an estimated $9.59K sold.

Certified Advisory Corp first reported a position in IYT in Q1 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2019. 138 funds tracked by Wall St. Rank hold IYT as of Q4 2019.

Certified Advisory Corp reported no remaining iShares US Transportation ETF position as of Q4 2019 after selling out during the quarter.
Certified Advisory Corp sold 200 iShares US Transportation ETF shares in Q4 2019, an estimated $9.59K.
Certified Advisory Corp first reported a position in iShares US Transportation ETF in Q1 2019 and held it in 3 quarters.
Certified Advisory Corp's iShares US Transportation ETF position peaked at $19K in Q2 2019.
138 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2019.

Based on Certified Advisory Corp's 13F filing for Q4 2019, filed 29 Jan 2020.