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Royal Fund Management’s iShares US Transportation ETF IYT Stock Holding History

Royal Fund 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
2018
Q1 		– Sell
-128
Closed -$6K – 610
2017
Q4 		$6K Buy
+128
New +$5.77K ﹤0.01% 450

Other funds holding IYT

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UCFA
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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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Fund Management's IYT Position: Q1 2018 in Review

Royal Fund Management sold out of iShares US Transportation ETF (IYT) in Q1 2018, closing a stake of 128 shares — an estimated $6K sold.

Royal Fund Management first reported a position in IYT in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 135 funds tracked by Wall St. Rank hold IYT as of Q1 2018.

  • Royal Fund Management reported no remaining iShares US Transportation ETF position as of Q1 2018 after selling out during the quarter.
  • Royal Fund Management sold 128 iShares US Transportation ETF shares in Q1 2018, an estimated $6K.
  • Royal Fund Management first reported a position in iShares US Transportation ETF in Q4 2017 and held it in 1 quarter.
  • Royal Fund Management's iShares US Transportation ETF position peaked at $6K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2018.

Based on Royal Fund Management's 13F filing for Q1 2018, filed 7 May 2020.