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Regent Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Regent Investment 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
2015
Q1 		– Sell
-10,120
Closed -$415K – 193
2014
Q4 		$415K Buy
+10,120
New +$398K 0.21% 121
2014
Q1 		– Sell
-16,000
Closed -$528K – 189
2013
Q4 		$528K Buy
+16,000
New +$503K 0.3% 96
2013
Q3 		– Sell
-15,200
Closed -$418K – 171
2013
Q2 		$418K Buy
+15,200
New +$422K 0.32% 96

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Regent Investment Management's IYT Position: Q1 2015 in Review

Regent Investment Management sold out of iShares US Transportation ETF (IYT) in Q1 2015, closing a stake of 10,120 shares — an estimated $415K sold.

Regent Investment Management first reported a position in IYT in Q2 2013 and held it in 3 quarters. The position peaked at $528K in Q4 2013. 143 funds tracked by Wall St. Rank hold IYT as of Q1 2015.

  • Regent Investment Management reported no remaining iShares US Transportation ETF position as of Q1 2015 after selling out during the quarter.
  • Regent Investment Management sold 10,120 iShares US Transportation ETF shares in Q1 2015, an estimated $415K.
  • Regent Investment Management first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 3 quarters.
  • Regent Investment Management's iShares US Transportation ETF position peaked at $528K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2015.

Based on Regent Investment Management's 13F filing for Q1 2015, filed 13 Apr 2015.