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Summit Securities Group’s iShares US Transportation ETF IYT Stock Holding History

Summit Securities 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
2017
Q3 		– Sell
-6,000
Closed -$258K – 254
2017
Q2 		$258K Buy
+6,000
New +$248K 0.05% 167
2016
Q2 		– Sell
-6,400
Closed -$228K – 268
2016
Q1 		$228K Buy
+6,400
New +$209K 0.16% 123

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

Summit Securities Group's IYT Position: Q3 2017 in Review

Summit Securities Group sold out of iShares US Transportation ETF (IYT) in Q3 2017, closing a stake of 6,000 shares — an estimated $258K sold.

Summit Securities Group first reported a position in IYT in Q1 2016 and held it in 2 quarters. The position peaked at $258K in Q2 2017. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2017.

  • Summit Securities Group reported no remaining iShares US Transportation ETF position as of Q3 2017 after selling out during the quarter.
  • Summit Securities Group sold 6,000 iShares US Transportation ETF shares in Q3 2017, an estimated $258K.
  • Summit Securities Group first reported a position in iShares US Transportation ETF in Q1 2016 and held it in 2 quarters.
  • Summit Securities Group's iShares US Transportation ETF position peaked at $258K in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2017.

Based on Summit Securities Group's 13F filing for Q3 2017, filed 30 Oct 2017.