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Lehman & Derafelo Financial Resources’s iShares US Transportation ETF IYT Stock Holding History

Lehman & Derafelo Financial Resources’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
2020
Q2 		– Sell
-320
Closed -$11K – 259
2020
Q1 		$11K Hold
320
– – ﹤0.01% 156
2019
Q4 		$16K Hold
320
– – 0.01% 164
2019
Q3 		$15K Hold
320
– – 0.01% 153
2019
Q2 		$15K Hold
320
– – 0.01% 147
2019
Q1 		$15K Hold
320
– – 0.01% 147
2018
Q4 		$13K Buy
+320
New +$14.8K 0.01% 139

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IYT Position: Q2 2020 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Transportation ETF (IYT) in Q2 2020, closing a stake of 320 shares — an estimated $11K sold.

Lehman & Derafelo Financial Resources first reported a position in IYT in Q4 2018 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

  • Lehman & Derafelo Financial Resources reported no remaining iShares US Transportation ETF position as of Q2 2020 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 320 iShares US Transportation ETF shares in Q2 2020, an estimated $11K.
  • Lehman & Derafelo Financial Resources first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 6 quarters.
  • Lehman & Derafelo Financial Resources's iShares US Transportation ETF position peaked at $16K in Q4 2019.
  • 132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2020, filed 30 Jul 2020.