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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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.