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Financial Gravity Companies’s iShares US Transportation ETF IYT Stock Holding History

Financial Gravity Companies’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 		$20K Hold
440
– – 0.02% 504
2017
Q4 		$22K Buy
+440
New +$19.8K 0.03% 472

Other funds holding IYT

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UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Gravity Companies's IYT Position: Q1 2018 in Review

Financial Gravity Companies held its iShares US Transportation ETF (IYT) position steady in Q1 2018 at 440 shares worth $20K. The position accounts for 0.02% of the portfolio, ranked #504.

Financial Gravity Companies first reported a position in IYT in Q4 2017 and has held it in 2 quarters since. The position peaked at $22K in Q4 2017. 135 funds tracked by Wall St. Rank hold IYT as of Q1 2018.

  • Financial Gravity Companies held 440 shares of iShares US Transportation ETF worth $20K as of Q1 2018.
  • Financial Gravity Companies left its iShares US Transportation ETF share count unchanged in Q1 2018.
  • iShares US Transportation ETF made up 0.02% of Financial Gravity Companies's portfolio in Q1 2018, its #504 holding.
  • Financial Gravity Companies first reported a position in iShares US Transportation ETF in Q4 2017 and has held it in 2 quarters since.
  • Financial Gravity Companies's iShares US Transportation ETF position peaked at $22K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.