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Coe Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Coe Capital 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
2016
Q1 		– Sell
-80,000
Closed -$2.69M – 247
2015
Q4 		$2.69M Buy
+80,000
New +$2.87M 1.07% 18

Other funds holding IYT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return

Coe Capital Management's IYT Position: Q1 2016 in Review

Coe Capital Management sold out of iShares US Transportation ETF (IYT) in Q1 2016, closing a stake of 80,000 shares — an estimated $2.69M sold.

Coe Capital Management first reported a position in IYT in Q4 2015 and held it in 1 quarter. The position peaked at $2.69M in Q4 2015. 104 funds tracked by Wall St. Rank hold IYT as of Q1 2016.

  • Coe Capital Management reported no remaining iShares US Transportation ETF position as of Q1 2016 after selling out during the quarter.
  • Coe Capital Management sold 80,000 iShares US Transportation ETF shares in Q1 2016, an estimated $2.69M.
  • Coe Capital Management first reported a position in iShares US Transportation ETF in Q4 2015 and held it in 1 quarter.
  • Coe Capital Management's iShares US Transportation ETF position peaked at $2.69M in Q4 2015.
  • 104 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2016.

Based on Coe Capital Management's 13F filing for Q1 2016, filed 12 May 2016.