Milestone Advisory Partners’s iShares US Transportation ETF IYT Stock Holding History

Milestone Advisory Partners’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
2018 Q4	–	Sell	-36,360	Closed	-$1.86M	–	48
2018 Q3	$1.86M	Sell	36,360 -52	-0.1%	-$2.6K	1.32%	22
2018 Q2	$1.7M	Buy	+36,412	New	+$1.74M	1.26%	21
2018 Q1	–	Sell	-4,204	Closed	-$201K	–	55
2017 Q4	$201K	Buy	+4,204	New	+$189K	0.15%	47

Other funds holding IYT

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Milestone Advisory Partners's IYT Position: Q4 2018 in Review

Milestone Advisory Partners sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 36,360 shares — an estimated $1.86M sold.

Milestone Advisory Partners first reported a position in IYT in Q4 2017 and held it in 3 quarters. The position peaked at $1.86M in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

Milestone Advisory Partners reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
Milestone Advisory Partners sold 36,360 iShares US Transportation ETF shares in Q4 2018, an estimated $1.86M.
Milestone Advisory Partners first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 3 quarters.
Milestone Advisory Partners's iShares US Transportation ETF position peaked at $1.86M in Q3 2018.
130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Milestone Advisory Partners's 13F filing for Q4 2018, filed 4 Aug 2020.