Delek Group’s iShares US Transportation ETF IYT Stock Holding History

Delek Group’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 Q1	–	Sell	-480	Closed	-$23K	–	275
2017 Q4	$23K	Buy	+480	New	+$21.6K	﹤0.01%	277

Other funds holding IYT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Delek Group's IYT Position: Q1 2018 in Review

Delek Group sold out of iShares US Transportation ETF (IYT) in Q1 2018, closing a stake of 480 shares — an estimated $23K sold.

Delek Group first reported a position in IYT in Q4 2017 and held it in 1 quarter. The position peaked at $23K in Q4 2017. 135 funds tracked by Wall St. Rank hold IYT as of Q1 2018.

Delek Group reported no remaining iShares US Transportation ETF position as of Q1 2018 after selling out during the quarter.
Delek Group sold 480 iShares US Transportation ETF shares in Q1 2018, an estimated $23K.
Delek Group first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 1 quarter.
Delek Group's iShares US Transportation ETF position peaked at $23K in Q4 2017.
135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2018.

Based on Delek Group's 13F filing for Q1 2018, filed 15 May 2018.