Patriot Financial Group Insurance Agency’s iShares US Transportation ETF IYT Stock Holding History

Patriot Financial Group Insurance Agency’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
2020 Q4	–	Sell	-80	Closed	-$4K	–	1920
2020 Q3	$4K	Hold	80	–	–	﹤0.01%	1291
2020 Q2	$3K	Hold	80	–	–	﹤0.01%	1313
2020 Q1	$3K	Hold	80	–	–	﹤0.01%	1220
2019 Q4	$4K	Buy	+80	New	+$3.83K	﹤0.01%	1010
2019 Q3	–	Sell	-408	Closed	-$19K	–	1387
2019 Q2	$19K	Sell	408 -40	-9%	-$1.89K	0.01%	658
2019 Q1	$21K	Hold	448	–	–	0.01%	544
2018 Q4	$18K	Buy	448 +4	+0.9%	+$185	0.01%	498
2018 Q3	$23K	Buy	444 +40	+10%	+$2K	0.01%	458
2018 Q2	$19K	Hold	404	–	–	0.02%	298
2018 Q1	$19K	Buy	404 +100	+33%	+$4.82K	0.01%	480
2017 Q4	$15K	Hold	304	–	–	0.01%	512
2017 Q3	$13K	Buy	+304	New	+$12.9K	0.01%	499

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IYT Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Transportation ETF (IYT) in Q4 2020, closing a stake of 80 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in IYT in Q3 2017 and held it in 12 quarters. The position peaked at $23K in Q3 2018. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

Patriot Financial Group Insurance Agency reported no remaining iShares US Transportation ETF position as of Q4 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 80 iShares US Transportation ETF shares in Q4 2020, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in iShares US Transportation ETF in Q3 2017 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's iShares US Transportation ETF position peaked at $23K in Q3 2018.
197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.