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Private Advisory Group’s iShares US Transportation ETF IYT Stock Holding History

Private Advisory Group’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
2017
Q4 		– Sell
-8,512
Closed -$380K – 136
2017
Q3 		$380K Sell
8,512
-16,852
-66% -$715K 0.23% 76
2017
Q2 		$1.09M Buy
25,364
+5,904
+30% +$244K 0.65% 45
2017
Q1 		$798K Buy
19,460
+11,624
+148% +$484K 0.54% 54
2016
Q4 		$319K Buy
+7,836
New +$304K 0.22% 95

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisory Group's IYT Position: Q4 2017 in Review

Private Advisory Group sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 8,512 shares — an estimated $380K sold.

Private Advisory Group first reported a position in IYT in Q4 2016 and held it in 4 quarters. The position peaked at $1.09M in Q2 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Private Advisory Group reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Private Advisory Group sold 8,512 iShares US Transportation ETF shares in Q4 2017, an estimated $380K.
  • Private Advisory Group first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 4 quarters.
  • Private Advisory Group's iShares US Transportation ETF position peaked at $1.09M in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Private Advisory Group's 13F filing for Q4 2017, filed 30 Jan 2018.