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Prelude Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Prelude Capital Management’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
2014
Q3 		– Sell
-5,600
Closed -$206K – 1981
2014
Q2 		$206K Buy
+5,600
New +$197K 0.03% 736

Other funds holding IYT

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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prelude Capital Management's IYT Position: Q4 2020 in Review

Prelude Capital Management sold out of iShares US Transportation ETF (IYT) in Q4 2020, closing a stake of 148 shares — an estimated $7K sold.

Prelude Capital Management first reported a position in IYT in Q2 2017 and held it in 9 quarters. The position peaked at $339K in Q2 2018. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

  • Prelude Capital Management reported no remaining iShares US Transportation ETF position as of Q4 2020 after selling out during the quarter.
  • Prelude Capital Management sold 148 iShares US Transportation ETF shares in Q4 2020, an estimated $7K.
  • Prelude Capital Management first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 9 quarters.
  • Prelude Capital Management's iShares US Transportation ETF position peaked at $339K in Q2 2018.
  • 197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Prelude Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.