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Global Financial Private Client’s iShares US Transportation ETF IYT Stock Holding History

Global Financial Private Client’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
2020
Q1 		– Sell
-20
Closed -$978 – 540
2019
Q4 		$978 Buy
+20
New +$959 ﹤0.01% 519

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Global Financial Private Client's IYT Position: Q1 2020 in Review

Global Financial Private Client sold out of iShares US Transportation ETF (IYT) in Q1 2020, closing a stake of 20 shares — an estimated $978 sold.

Global Financial Private Client first reported a position in IYT in Q4 2019 and held it in 1 quarter. The position peaked at $978 in Q4 2019. 124 funds tracked by Wall St. Rank hold IYT as of Q1 2020.

  • Global Financial Private Client reported no remaining iShares US Transportation ETF position as of Q1 2020 after selling out during the quarter.
  • Global Financial Private Client sold 20 iShares US Transportation ETF shares in Q1 2020, an estimated $978.
  • Global Financial Private Client first reported a position in iShares US Transportation ETF in Q4 2019 and held it in 1 quarter.
  • Global Financial Private Client's iShares US Transportation ETF position peaked at $978 in Q4 2019.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2020.

Based on Global Financial Private Client's 13F filing for Q1 2020, filed 15 May 2024.