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

Cornerstone 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
2018
Q4 		– Sell
-283,456
Closed -$399K – 761
2018
Q3 		$399K Buy
283,456
+151,272
+114% +$7.56M 0.01% 988
2018
Q2 		$176K Buy
+132,184
New +$6.32M ﹤0.01% 1363

Other funds holding IYT

Citigroup
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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

Cornerstone Wealth Management's IYT Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 283,456 shares — an estimated $399K sold.

Cornerstone Wealth Management first reported a position in IYT in Q2 2018 and held it in 2 quarters. The position peaked at $399K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 283,456 iShares US Transportation ETF shares in Q4 2018, an estimated $399K.
  • Cornerstone Wealth Management first reported a position in iShares US Transportation ETF in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's iShares US Transportation ETF position peaked at $399K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.