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Leonetti & Associates’s iShares US Transportation ETF IYT Stock Holding History

Leonetti & 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
2017
Q1 		– Sell
-243,900
Closed -$9.93M – 41
2016
Q4 		$9.93M Buy
+243,900
New +$9.47M 2.92% 11

Other funds holding IYT

Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Leonetti & Associates's IYT Position: Q1 2017 in Review

Leonetti & Associates sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 243,900 shares — an estimated $9.93M sold.

Leonetti & Associates first reported a position in IYT in Q4 2016 and held it in 1 quarter. The position peaked at $9.93M in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

  • Leonetti & Associates reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
  • Leonetti & Associates sold 243,900 iShares US Transportation ETF shares in Q1 2017, an estimated $9.93M.
  • Leonetti & Associates first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 1 quarter.
  • Leonetti & Associates's iShares US Transportation ETF position peaked at $9.93M in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Leonetti & Associates's 13F filing for Q1 2017, filed 4 May 2017.