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Jackson Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Jackson Wealth Management’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
2015
Q1 		– Sell
-8,004
Closed -$328K – 129
2014
Q4 		$328K Buy
+8,004
New +$315K 0.11% 96

Other funds holding IYT

Goldman Sachs
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jackson Wealth Management's IYT Position: Q1 2015 in Review

Jackson Wealth Management sold out of iShares US Transportation ETF (IYT) in Q1 2015, closing a stake of 8,004 shares — an estimated $328K sold.

Jackson Wealth Management first reported a position in IYT in Q4 2014 and held it in 1 quarter. The position peaked at $328K in Q4 2014. 143 funds tracked by Wall St. Rank hold IYT as of Q1 2015.

  • Jackson Wealth Management reported no remaining iShares US Transportation ETF position as of Q1 2015 after selling out during the quarter.
  • Jackson Wealth Management sold 8,004 iShares US Transportation ETF shares in Q1 2015, an estimated $328K.
  • Jackson Wealth Management first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 1 quarter.
  • Jackson Wealth Management's iShares US Transportation ETF position peaked at $328K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2015.

Based on Jackson Wealth Management's 13F filing for Q1 2015, filed 4 May 2015.