IWMPD
IYT icon

Integrated Wealth Management (Palm Desert)’s iShares US Transportation ETF IYT Stock Holding History

Integrated Wealth Management (Palm Desert)’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
Q2 		– Sell
-384
Closed -$14K – 1332
2016
Q1 		$14K Buy
384
+80
+26% +$2.61K 0.01% 629
2015
Q4 		$10K Buy
+304
New +$10.9K ﹤0.01% 766

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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
SG
Societe Generale $14.1B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IYT Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of iShares US Transportation ETF (IYT) in Q2 2016, closing a stake of 384 shares — an estimated $14K sold.

Integrated Wealth Management (Palm Desert) first reported a position in IYT in Q4 2015 and held it in 2 quarters. The position peaked at $14K in Q1 2016. 96 funds tracked by Wall St. Rank hold IYT as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining iShares US Transportation ETF position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 384 iShares US Transportation ETF shares in Q2 2016, an estimated $14K.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares US Transportation ETF in Q4 2015 and held it in 2 quarters.
  • Integrated Wealth Management (Palm Desert)'s iShares US Transportation ETF position peaked at $14K in Q1 2016.
  • 96 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.