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Southport Capital Management’s iShares US Technology ETF IYW Stock Holding History

Southport Capital Management’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-272
Closed -$13K – 328
2018
Q3 		$13K Buy
+272
New +$12.9K 0.01% 396

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Southport Capital Management's IYW Position: Q4 2018 in Review

Southport Capital Management sold out of iShares US Technology ETF (IYW) in Q4 2018, closing a stake of 272 shares — an estimated $13K sold.

Southport Capital Management first reported a position in IYW in Q3 2018 and held it in 1 quarter. The position peaked at $13K in Q3 2018. 341 funds tracked by Wall St. Rank hold IYW as of Q4 2018.

  • Southport Capital Management reported no remaining iShares US Technology ETF position as of Q4 2018 after selling out during the quarter.
  • Southport Capital Management sold 272 iShares US Technology ETF shares in Q4 2018, an estimated $13K.
  • Southport Capital Management first reported a position in iShares US Technology ETF in Q3 2018 and held it in 1 quarter.
  • Southport Capital Management's iShares US Technology ETF position peaked at $13K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q4 2018.

Based on Southport Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.