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

Edge 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
2017
Q4 		– Sell
-800
Closed -$36K – 553
2017
Q3 		$36K Hold
800
– – 0.01% 247
2017
Q2 		$35K Hold
800
– – 0.01% 248
2017
Q1 		$33K Hold
800
– – 0.01% 242
2016
Q4 		$33K Hold
800
– – 0.01% 222
2016
Q3 		$29K Hold
800
– – 0.01% 230
2016
Q2 		$27K Buy
+800
New +$27.8K 0.01% 226

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

Edge Wealth Management's IYT Position: Q4 2017 in Review

Edge Wealth Management sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 800 shares — an estimated $36K sold.

Edge Wealth Management first reported a position in IYT in Q2 2016 and held it in 6 quarters. The position peaked at $36K in Q3 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Edge Wealth Management reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 800 iShares US Transportation ETF shares in Q4 2017, an estimated $36K.
  • Edge Wealth Management first reported a position in iShares US Transportation ETF in Q2 2016 and held it in 6 quarters.
  • Edge Wealth Management's iShares US Transportation ETF position peaked at $36K in Q3 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.