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Transamerica Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Transamerica Financial Advisors’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
2016
Q1 		– Sell
-1,052
Closed -$36K – 812
2015
Q4 		$36K Hold
1,052
– – ﹤0.01% 451
2015
Q3 		$37K Buy
+1,052
New +$38.2K ﹤0.01% 423

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LPL Financial
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SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GP
GLG Partners London, United Kingdom $2.14B AUM 21.14% 1-Year Est. Return

Transamerica Financial Advisors's IYT Position: Q1 2016 in Review

Transamerica Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2016, closing a stake of 1,052 shares — an estimated $36K sold.

Transamerica Financial Advisors first reported a position in IYT in Q3 2015 and held it in 2 quarters. The position peaked at $37K in Q3 2015. 104 funds tracked by Wall St. Rank hold IYT as of Q1 2016.

  • Transamerica Financial Advisors reported no remaining iShares US Transportation ETF position as of Q1 2016 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,052 iShares US Transportation ETF shares in Q1 2016, an estimated $36K.
  • Transamerica Financial Advisors first reported a position in iShares US Transportation ETF in Q3 2015 and held it in 2 quarters.
  • Transamerica Financial Advisors's iShares US Transportation ETF position peaked at $37K in Q3 2015.
  • 104 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2016.

Based on Transamerica Financial Advisors's 13F filing for Q1 2016, filed 21 Apr 2016.