Raymond James Trust’s iShares US Transportation ETF IYT Stock Holding History

Raymond James Trust’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	-4,800	Closed	-$239K	–	1054
2020 Q3	$239K	Buy	+4,800	New	+$225K	0.01%	802
2014 Q4	–	Sell	-6,840	Closed	-$258K	–	640
2014 Q3	$258K	Sell	6,840 -328	-5%	-$12.3K	0.03%	480
2014 Q2	$263K	Buy	+7,168	New	+$252K	0.03%	468

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

Raymond James Trust's IYT Position: Q4 2020 in Review

Raymond James Trust sold out of iShares US Transportation ETF (IYT) in Q4 2020, closing a stake of 4,800 shares — an estimated $239K sold.

Raymond James Trust first reported a position in IYT in Q2 2014 and held it in 3 quarters. The position peaked at $263K in Q2 2014. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

Raymond James Trust reported no remaining iShares US Transportation ETF position as of Q4 2020 after selling out during the quarter.
Raymond James Trust sold 4,800 iShares US Transportation ETF shares in Q4 2020, an estimated $239K.
Raymond James Trust first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 3 quarters.
Raymond James Trust's iShares US Transportation ETF position peaked at $263K in Q2 2014.
197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Raymond James Trust's 13F filing for Q4 2020, filed 13 Jan 2021.