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Stanford Investment Group’s iShares US Transportation ETF IYT Stock Holding History

Stanford Investment Group’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
Q2 		– Sell
-5,336
Closed -$209K – 353
2015
Q1 		$209K Buy
5,336
+8
+0.2% +$321 0.17% 46
2014
Q4 		$219K Buy
+5,328
New +$209K 0.18% 43

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Stanford Investment Group's IYT Position: Q2 2015 in Review

Stanford Investment Group sold out of iShares US Transportation ETF (IYT) in Q2 2015, closing a stake of 5,336 shares — an estimated $209K sold.

Stanford Investment Group first reported a position in IYT in Q4 2014 and held it in 2 quarters. The position peaked at $219K in Q4 2014. 118 funds tracked by Wall St. Rank hold IYT as of Q2 2015.

  • Stanford Investment Group reported no remaining iShares US Transportation ETF position as of Q2 2015 after selling out during the quarter.
  • Stanford Investment Group sold 5,336 iShares US Transportation ETF shares in Q2 2015, an estimated $209K.
  • Stanford Investment Group first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 2 quarters.
  • Stanford Investment Group's iShares US Transportation ETF position peaked at $219K in Q4 2014.
  • 118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2015.

Based on Stanford Investment Group's 13F filing for Q2 2015, filed 18 Nov 2016.