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Mirador Capital Partners’s iShares US Transportation ETF IYT Stock Holding History

Mirador Capital 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
2017
Q1 		– Sell
-58,280
Closed -$2.37M – 137
2016
Q4 		$2.37M Buy
58,280
+29,236
+101% +$1.13M 1.9% 13
2016
Q3 		$1.05M Sell
29,044
-160
-0.5% -$5.65K 0.93% 43
2016
Q2 		$1.01M Buy
+29,204
New +$1.01M 1.01% 43

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UCFA
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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

Mirador Capital Partners's IYT Position: Q1 2017 in Review

Mirador Capital Partners sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 58,280 shares — an estimated $2.37M sold.

Mirador Capital Partners first reported a position in IYT in Q2 2016 and held it in 3 quarters. The position peaked at $2.37M in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

  • Mirador Capital Partners reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
  • Mirador Capital Partners sold 58,280 iShares US Transportation ETF shares in Q1 2017, an estimated $2.37M.
  • Mirador Capital Partners first reported a position in iShares US Transportation ETF in Q2 2016 and held it in 3 quarters.
  • Mirador Capital Partners's iShares US Transportation ETF position peaked at $2.37M in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Mirador Capital Partners's 13F filing for Q1 2017, filed 12 May 2017.