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RWA Wealth Partners’s iShares US Transportation ETF IYT Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-110,504
Closed -$4.75M – 241
2017
Q2 		$4.75M Buy
110,504
+5,924
+6% +$245K 0.58% 44
2017
Q1 		$4.29M Buy
+104,580
New +$4.35M 0.56% 46

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
QIM
Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

RWA Wealth Partners's IYT Position: Q3 2017 in Review

RWA Wealth Partners sold out of iShares US Transportation ETF (IYT) in Q3 2017, closing a stake of 110,504 shares — an estimated $4.75M sold.

RWA Wealth Partners first reported a position in IYT in Q1 2017 and held it in 2 quarters. The position peaked at $4.75M in Q2 2017. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2017.

  • RWA Wealth Partners reported no remaining iShares US Transportation ETF position as of Q3 2017 after selling out during the quarter.
  • RWA Wealth Partners sold 110,504 iShares US Transportation ETF shares in Q3 2017, an estimated $4.75M.
  • RWA Wealth Partners first reported a position in iShares US Transportation ETF in Q1 2017 and held it in 2 quarters.
  • RWA Wealth Partners's iShares US Transportation ETF position peaked at $4.75M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2017.

Based on RWA Wealth Partners's 13F filing for Q3 2017, filed 23 Oct 2017.