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Investment Centers of America’s iShares US Transportation ETF IYT Stock Holding History

Investment Centers of America’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
Q4 		– Sell
-8,676
Closed -$388K – 256
2017
Q3 		$388K Hold
8,676
– – 0.03% 385
2017
Q2 		$373K Sell
8,676
-84
-1% -$3.48K 0.03% 400
2017
Q1 		$358K Sell
8,760
-656
-7% -$27.3K 0.03% 431
2016
Q4 		$382K Sell
9,416
-1,764
-16% -$68.5K 0.03% 388
2016
Q3 		$409K Buy
11,180
+800
+8% +$28.3K 0.04% 320
2016
Q2 		$346K Sell
10,380
-2,404
-19% -$83.5K 0.04% 327
2016
Q1 		$454K Sell
12,784
-324
-2% -$10.6K 0.05% 292
2015
Q4 		$439K Sell
13,108
-188
-1% -$6.74K 0.06% 275
2015
Q3 		$465K Sell
13,296
-244
-2% -$8.87K 0.07% 241
2015
Q2 		$487K Sell
13,540
-1,712
-11% -$65.7K 0.07% 246
2015
Q1 		$597K Buy
15,252
+616
+4% +$24.7K 0.09% 227
2014
Q4 		$599K Buy
14,636
+4,088
+39% +$161K 0.13% 179
2014
Q3 		$398K Buy
10,548
+1,324
+14% +$49.6K 0.07% 256
2014
Q2 		$339K Buy
+9,224
New +$325K 0.08% 237

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment Centers of America's IYT Position: Q4 2017 in Review

Investment Centers of America sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 8,676 shares — an estimated $388K sold.

Investment Centers of America first reported a position in IYT in Q2 2014 and held it in 14 quarters. The position peaked at $599K in Q4 2014. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Investment Centers of America reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Investment Centers of America sold 8,676 iShares US Transportation ETF shares in Q4 2017, an estimated $388K.
  • Investment Centers of America first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 14 quarters.
  • Investment Centers of America's iShares US Transportation ETF position peaked at $599K in Q4 2014.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.