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Montecito Bank & Trust’s iShares US Transportation ETF IYT Stock Holding History

Montecito Bank & Trust’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
-6,492
Closed -$332K – 196
2018
Q3 		$332K Buy
+6,492
New +$324K 0.1% 173

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Montecito Bank & Trust's IYT Position: Q4 2018 in Review

Montecito Bank & Trust sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 6,492 shares — an estimated $332K sold.

Montecito Bank & Trust first reported a position in IYT in Q3 2018 and held it in 1 quarter. The position peaked at $332K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Montecito Bank & Trust reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Montecito Bank & Trust sold 6,492 iShares US Transportation ETF shares in Q4 2018, an estimated $332K.
  • Montecito Bank & Trust first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 1 quarter.
  • Montecito Bank & Trust's iShares US Transportation ETF position peaked at $332K in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Montecito Bank & Trust's 13F filing for Q4 2018, filed 5 Feb 2019.