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Hefty Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

Hefty Wealth Partners’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
Q1 		– Sell
-1,600
Closed -$65K – 259
2016
Q4 		$65K Buy
+1,600
New +$62.1K 0.05% 104
2016
Q2 		– Sell
-1,212
Closed -$43K – 226
2016
Q1 		$43K Buy
+1,212
New +$39.6K 0.04% 112

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UCFA
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AssetMark Inc
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MIFH
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
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Wells Fargo
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Hefty Wealth Partners's IYT Position: Q1 2017 in Review

Hefty Wealth Partners sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 1,600 shares — an estimated $65K sold.

Hefty Wealth Partners first reported a position in IYT in Q1 2016 and held it in 2 quarters. The position peaked at $65K in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

  • Hefty Wealth Partners reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
  • Hefty Wealth Partners sold 1,600 iShares US Transportation ETF shares in Q1 2017, an estimated $65K.
  • Hefty Wealth Partners first reported a position in iShares US Transportation ETF in Q1 2016 and held it in 2 quarters.
  • Hefty Wealth Partners's iShares US Transportation ETF position peaked at $65K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Hefty Wealth Partners's 13F filing for Q1 2017, filed 6 Apr 2017.