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Stone Toro Investment Advisers’s iShares US Transportation ETF IYT Stock Holding History

Stone Toro Investment Advisers’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
2014
Q2 		– Sell
-7,200
Closed -$244K – 99
2014
Q1 		$244K Buy
+7,200
New +$238K 0.34% 75

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Stone Toro Investment Advisers's IYT Position: Q2 2014 in Review

Stone Toro Investment Advisers sold out of iShares US Transportation ETF (IYT) in Q2 2014, closing a stake of 7,200 shares — an estimated $244K sold.

Stone Toro Investment Advisers first reported a position in IYT in Q1 2014 and held it in 1 quarter. The position peaked at $244K in Q1 2014. 109 funds tracked by Wall St. Rank hold IYT as of Q2 2014.

  • Stone Toro Investment Advisers reported no remaining iShares US Transportation ETF position as of Q2 2014 after selling out during the quarter.
  • Stone Toro Investment Advisers sold 7,200 iShares US Transportation ETF shares in Q2 2014, an estimated $244K.
  • Stone Toro Investment Advisers first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 1 quarter.
  • Stone Toro Investment Advisers's iShares US Transportation ETF position peaked at $244K in Q1 2014.
  • 109 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2014.

Based on Stone Toro Investment Advisers's 13F filing for Q2 2014, filed 28 Jul 2014.