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Oarsman Capital’s iShares US Transportation ETF IYT Stock Holding History

Oarsman Capital’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
2015
Q4 		– Sell
-6,320
Closed -$221K – 190
2015
Q3 		$221K Hold
6,320
– – 0.13% 162
2015
Q2 		$229K Sell
6,320
-100
-2% -$3.84K 0.16% 157
2015
Q1 		$251K Sell
6,420
-200
-3% -$8.02K 0.17% 145
2014
Q4 		$272K Hold
6,620
– – 0.2% 132
2014
Q3 		$250K Hold
6,620
– – 0.18% 136
2014
Q2 		$243K Sell
6,620
-280
-4% -$9.85K 0.18% 141
2014
Q1 		$234K Sell
6,900
-200
-3% -$6.61K 0.18% 137
2013
Q4 		$234K Hold
7,100
– – 0.19% 135
2013
Q3 		$209K Sell
7,100
-300
-4% -$8.67K 0.18% 137
2013
Q2 		$203K Buy
+7,400
New +$205K 0.19% 133

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Oarsman Capital's IYT Position: Q4 2015 in Review

Oarsman Capital sold out of iShares US Transportation ETF (IYT) in Q4 2015, closing a stake of 6,320 shares — an estimated $221K sold.

Oarsman Capital first reported a position in IYT in Q2 2013 and held it in 10 quarters. The position peaked at $272K in Q4 2014. 111 funds tracked by Wall St. Rank hold IYT as of Q4 2015.

  • Oarsman Capital reported no remaining iShares US Transportation ETF position as of Q4 2015 after selling out during the quarter.
  • Oarsman Capital sold 6,320 iShares US Transportation ETF shares in Q4 2015, an estimated $221K.
  • Oarsman Capital first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 10 quarters.
  • Oarsman Capital's iShares US Transportation ETF position peaked at $272K in Q4 2014.
  • 111 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2015.

Based on Oarsman Capital's 13F filing for Q4 2015, filed 11 Feb 2016.