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Neville Rodie & Shaw’s iShares US Transportation ETF IYT Stock Holding History

Neville Rodie & Shaw’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
-34,640
Closed -$1.77M – 241
2018
Q3 		$1.77M Buy
+34,640
New +$1.73M 0.17% 101

Other funds holding IYT

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Morgan Stanley
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
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
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

Neville Rodie & Shaw's IYT Position: Q4 2018 in Review

Neville Rodie & Shaw sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 34,640 shares — an estimated $1.77M sold.

Neville Rodie & Shaw first reported a position in IYT in Q3 2018 and held it in 1 quarter. The position peaked at $1.77M in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

  • Neville Rodie & Shaw reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
  • Neville Rodie & Shaw sold 34,640 iShares US Transportation ETF shares in Q4 2018, an estimated $1.77M.
  • Neville Rodie & Shaw first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 1 quarter.
  • Neville Rodie & Shaw's iShares US Transportation ETF position peaked at $1.77M in Q3 2018.
  • 130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Neville Rodie & Shaw's 13F filing for Q4 2018, filed 3 Jan 2019.