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Edmond de Rothschild Holding’s iShares US Transportation ETF IYT Stock Holding History

Edmond de Rothschild Holding’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
2016
Q3 		– Sell
-3,460
Closed -$116K – 870
2016
Q2 		$116K Buy
+3,460
New +$120K ﹤0.01% 546

Other funds holding IYT

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Edmond de Rothschild Holding's IYT Position: Q3 2016 in Review

Edmond de Rothschild Holding sold out of iShares US Transportation ETF (IYT) in Q3 2016, closing a stake of 3,460 shares — an estimated $116K sold.

Edmond de Rothschild Holding first reported a position in IYT in Q2 2016 and held it in 1 quarter. The position peaked at $116K in Q2 2016. 89 funds tracked by Wall St. Rank hold IYT as of Q3 2016.

  • Edmond de Rothschild Holding reported no remaining iShares US Transportation ETF position as of Q3 2016 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 3,460 iShares US Transportation ETF shares in Q3 2016, an estimated $116K.
  • Edmond de Rothschild Holding first reported a position in iShares US Transportation ETF in Q2 2016 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares US Transportation ETF position peaked at $116K in Q2 2016.
  • 89 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2016.

Based on Edmond de Rothschild Holding's 13F filing for Q3 2016, filed 14 Nov 2016.