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SFMG Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

SFMG Wealth Advisors’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
-562,652
Closed -$24.2M – 130
2017
Q2 		$24.2M Sell
562,652
-13,796
-2% -$571K 5.02% 9
2017
Q1 		$23.6M Sell
576,448
-6,012
-1% -$250K 4.78% 10
2016
Q4 		$23.7M Buy
+582,460
New +$22.6M 5.05% 9

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

SFMG Wealth Advisors's IYT Position: Q3 2017 in Review

SFMG Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2017, closing a stake of 562,652 shares — an estimated $24.2M sold.

SFMG Wealth Advisors first reported a position in IYT in Q4 2016 and held it in 3 quarters. The position peaked at $24.2M in Q2 2017. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2017.

  • SFMG Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q3 2017 after selling out during the quarter.
  • SFMG Wealth Advisors sold 562,652 iShares US Transportation ETF shares in Q3 2017, an estimated $24.2M.
  • SFMG Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 3 quarters.
  • SFMG Wealth Advisors's iShares US Transportation ETF position peaked at $24.2M in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2017.

Based on SFMG Wealth Advisors's 13F filing for Q3 2017, filed 7 Nov 2017.