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Country Club Trust’s iShares US Transportation ETF IYT Stock Holding History

Country Club Trust’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 		– Sell
-8,000
Closed -$357K – 217
2017
Q3 		$357K Buy
8,000
+240
+3% +$10.2K 0.05% 173
2017
Q2 		$334K Buy
+7,760
New +$321K 0.05% 147
2016
Q1 		– Sell
-9,680
Closed -$326K – 207
2015
Q4 		$326K Buy
+9,680
New +$347K 0.05% 187
2015
Q2 		– Sell
-6,760
Closed -$265K – 230
2015
Q1 		$265K Hold
6,760
– – 0.04% 196
2014
Q4 		$277K Buy
+6,760
New +$266K 0.04% 194

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 $9.12B AUM 42.07% 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 $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Country Club Trust's IYT Position: Q4 2017 in Review

Country Club Trust sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 8,000 shares — an estimated $357K sold.

Country Club Trust first reported a position in IYT in Q4 2014 and held it in 5 quarters. The position peaked at $357K in Q3 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Country Club Trust reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Country Club Trust sold 8,000 iShares US Transportation ETF shares in Q4 2017, an estimated $357K.
  • Country Club Trust first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 5 quarters.
  • Country Club Trust's iShares US Transportation ETF position peaked at $357K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Country Club Trust's 13F filing for Q4 2017, filed 12 Jan 2018.