CI
IYT icon

Chartist Inc’s iShares US Transportation ETF IYT Stock Holding History

Chartist Inc’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
2018
Q4 		– Sell
-20,784
Closed -$1.06M – 34
2018
Q3 		$1.06M Sell
20,784
-1,104
-5% -$55.2K 0.47% 9
2018
Q2 		$1.02M Sell
21,888
-324
-1% -$15.5K 0.46% 10
2018
Q1 		$1.04M Sell
22,212
-480
-2% -$23.1K 0.49% 10
2017
Q4 		$1.09M Sell
22,692
-680
-3% -$30.6K 0.48% 10
2017
Q3 		$1.04M Sell
23,372
-144
-0.6% -$6.11K 0.49% 10
2017
Q2 		$1.01M Sell
23,516
-720
-3% -$29.8K 0.49% 10
2017
Q1 		$994K Sell
24,236
-456
-2% -$19K 0.49% 10
2016
Q4 		$1.01M Sell
24,692
-396
-2% -$15.4K 0.51% 10
2016
Q3 		$911K Sell
25,088
-308
-1% -$10.9K 0.48% 10
2016
Q2 		$852K Buy
+25,396
New +$882K 0.46% 11
2015
Q4 		$873K Buy
+25,916
New +$929K 0.43% 10
2015
Q3 		– Sell
-177,736
Closed -$6.49M – 28
2015
Q2 		$6.49M Sell
177,736
-3,300
-2% -$127K 3.13% 10
2015
Q1 		$7.03M Sell
181,036
-1,164
-0.6% -$46.7K 3.33% 9
2014
Q4 		$7.45M Sell
182,200
-3,916
-2% -$154K 3.48% 8
2014
Q3 		$6.86M Sell
186,116
-128
-0.1% -$4.8K 3.59% 7
2014
Q2 		$6.86M Sell
186,244
-964
-0.5% -$33.9K 3.35% 10
2014
Q1 		$6.25M Sell
187,208
-1,148
-0.6% -$37.9K 3.34% 10
2013
Q4 		$6.18M Sell
188,356
-3,524
-2% -$111K 3.21% 10
2013
Q3 		$5.72M Sell
191,880
-5,736
-3% -$166K 3.28% 10
2013
Q2 		$5.51M Buy
+197,616
New +$5.48M 3.19% 11

Other funds holding IYT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Chartist Inc's IYT Position: Q4 2018 in Review

Chartist Inc sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 20,784 shares — an estimated $1.06M sold.

Chartist Inc first reported a position in IYT in Q2 2013 and held it in 20 quarters. The position peaked at $7.45M in Q4 2014. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Chartist Inc reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Chartist Inc sold 20,784 iShares US Transportation ETF shares in Q4 2018, an estimated $1.06M.
  • Chartist Inc first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 20 quarters.
  • Chartist Inc's iShares US Transportation ETF position peaked at $7.45M in Q4 2014.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Chartist Inc's 13F filing for Q4 2018, filed 5 Feb 2019.