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Moneta Group Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

Moneta Group Investment Advisors’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
-4,616
Closed -$236K – 229
2018
Q3 		$236K Buy
+4,616
New +$231K 0.02% 201

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Morgan Stanley
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MIFH
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Bank of Montreal
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CA
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UBS Group
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WMSA
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Moneta Group Investment Advisors's IYT Position: Q4 2018 in Review

Moneta Group Investment Advisors sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 4,616 shares — an estimated $236K sold.

Moneta Group Investment Advisors first reported a position in IYT in Q3 2018 and held it in 1 quarter. The position peaked at $236K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Moneta Group Investment Advisors reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 4,616 iShares US Transportation ETF shares in Q4 2018, an estimated $236K.
  • Moneta Group Investment Advisors first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares US Transportation ETF position peaked at $236K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.