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Sumit Capital’s iShares US Transportation ETF IYT Stock Holding History

Sumit Capital’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
-7,688
Closed -$260K – 139
2014
Q1 		$260K Sell
7,688
-2,912
-27% -$96.2K 0.99% 32
2013
Q4 		$350K Buy
+10,600
New +$333K 0.62% 48

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

Sumit Capital's IYT Position: Q2 2014 in Review

Sumit Capital sold out of iShares US Transportation ETF (IYT) in Q2 2014, closing a stake of 7,688 shares — an estimated $260K sold.

Sumit Capital first reported a position in IYT in Q4 2013 and held it in 2 quarters. The position peaked at $350K in Q4 2013. 109 funds tracked by Wall St. Rank hold IYT as of Q2 2014.

  • Sumit Capital reported no remaining iShares US Transportation ETF position as of Q2 2014 after selling out during the quarter.
  • Sumit Capital sold 7,688 iShares US Transportation ETF shares in Q2 2014, an estimated $260K.
  • Sumit Capital first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 2 quarters.
  • Sumit Capital's iShares US Transportation ETF position peaked at $350K in Q4 2013.
  • 109 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2014.

Based on Sumit Capital's 13F filing for Q2 2014, filed 22 Jul 2014.