JPLA
IYT icon

Joseph P. Lucia & Associates’s iShares US Transportation ETF IYT Stock Holding History

Joseph P. Lucia & 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
2019
Q4 		– Sell
-240
Closed -$11K – 462
2019
Q3 		$11K Hold
240
– – 0.01% 307
2019
Q2 		$11K Sell
240
-46,140
-99% -$2.18M 0.01% 295
2019
Q1 		$60 Buy
+46,380
New +$2.11M ﹤0.01% 287

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
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Joseph P. Lucia & Associates's IYT Position: Q4 2019 in Review

Joseph P. Lucia & Associates sold out of iShares US Transportation ETF (IYT) in Q4 2019, closing a stake of 240 shares — an estimated $11K sold.

Joseph P. Lucia & Associates first reported a position in IYT in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 138 funds tracked by Wall St. Rank hold IYT as of Q4 2019.

  • Joseph P. Lucia & Associates reported no remaining iShares US Transportation ETF position as of Q4 2019 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 240 iShares US Transportation ETF shares in Q4 2019, an estimated $11K.
  • Joseph P. Lucia & Associates first reported a position in iShares US Transportation ETF in Q1 2019 and held it in 3 quarters.
  • Joseph P. Lucia & Associates's iShares US Transportation ETF position peaked at $11K in Q3 2019.
  • 138 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2019.

Based on Joseph P. Lucia & Associates's 13F filing for Q4 2019, filed 23 Jan 2020.