Greenwood Capital Associates’s iShares US Transportation ETF IYT Stock Holding History

Greenwood Capital Associates’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 Q4	–	Sell	-41,924	Closed	-$2.08M	–	207
2020 Q3	$2.08M	Sell	41,924 -248	-0.6%	-$11.6K	0.41%	68
2020 Q2	$1.72M	Buy	+42,172	New	+$1.6M	0.39%	61
2014 Q1	–	Sell	-11,104	Closed	-$366K	–	142
2013 Q4	$366K	Sell	11,104 -320	-3%	-$10.1K	0.11%	97
2013 Q3	$336K	Buy	+11,424	New	+$330K	0.12%	94

Other funds holding IYT

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Greenwood Capital Associates's IYT Position: Q4 2020 in Review

Greenwood Capital Associates sold out of iShares US Transportation ETF (IYT) in Q4 2020, closing a stake of 41,924 shares — an estimated $2.08M sold.

Greenwood Capital Associates first reported a position in IYT in Q3 2013 and held it in 4 quarters. The position peaked at $2.08M in Q3 2020. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

Greenwood Capital Associates reported no remaining iShares US Transportation ETF position as of Q4 2020 after selling out during the quarter.
Greenwood Capital Associates sold 41,924 iShares US Transportation ETF shares in Q4 2020, an estimated $2.08M.
Greenwood Capital Associates first reported a position in iShares US Transportation ETF in Q3 2013 and held it in 4 quarters.
Greenwood Capital Associates's iShares US Transportation ETF position peaked at $2.08M in Q3 2020.
197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Greenwood Capital Associates's 13F filing for Q4 2020, filed 9 Feb 2021.