CFP
IYT icon

Cornerstone Financial Partners’s iShares US Transportation ETF IYT Stock Holding History

Cornerstone Financial Partners’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
2017
Q4 		$468K Sell
9,764
-284
-3% -$12.8K 0.15% 98
2017
Q3 		$447K Buy
10,048
+1,716
+21% +$72.9K 0.17% 79
2017
Q2 		$358K Buy
8,332
+660
+9% +$27.3K 0.14% 92
2017
Q1 		$314K Buy
7,672
+280
+4% +$11.7K 0.1% 118
2016
Q4 		$301K Buy
+7,392
New +$287K 0.1% 131

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornerstone Financial Partners's IYT Position: Q4 2017 in Review

Cornerstone Financial Partners reduced its iShares US Transportation ETF (IYT) stake by 2.8% in Q4 2017, selling an estimated $12.8K and leaving 9,764 shares worth $468K. The position accounts for 0.15% of the portfolio, ranked #98.

Cornerstone Financial Partners first reported a position in IYT in Q4 2016 and has held it in 5 quarters since. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Cornerstone Financial Partners held 9,764 shares of iShares US Transportation ETF worth $468K as of Q4 2017.
  • Cornerstone Financial Partners sold 284 iShares US Transportation ETF shares in Q4 2017, an estimated $12.8K.
  • iShares US Transportation ETF made up 0.15% of Cornerstone Financial Partners's portfolio in Q4 2017, its #98 holding.
  • Cornerstone Financial Partners first reported a position in iShares US Transportation ETF in Q4 2016 and has held it in 5 quarters since.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Cornerstone Financial Partners's 13F filing for Q4 2017, filed 22 Jan 2018.