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United Asset Strategies’s iShares US Transportation ETF IYT Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-7,228
Closed -$477K – 121
2014
Q4 		$477K Buy
+7,228
New +$284K 0.2% 89

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Clal Insurance
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Asset Strategies's IYT Position: Q1 2015 in Review

United Asset Strategies sold out of iShares US Transportation ETF (IYT) in Q1 2015, closing a stake of 7,228 shares — an estimated $477K sold.

United Asset Strategies first reported a position in IYT in Q4 2014 and held it in 1 quarter. The position peaked at $477K in Q4 2014. 143 funds tracked by Wall St. Rank hold IYT as of Q1 2015.

  • United Asset Strategies reported no remaining iShares US Transportation ETF position as of Q1 2015 after selling out during the quarter.
  • United Asset Strategies sold 7,228 iShares US Transportation ETF shares in Q1 2015, an estimated $477K.
  • United Asset Strategies first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 1 quarter.
  • United Asset Strategies's iShares US Transportation ETF position peaked at $477K in Q4 2014.
  • 143 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2015.

Based on United Asset Strategies's 13F filing for Q1 2015, filed 13 May 2015.