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V Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,600
Closed -$69K – 461
2017
Q2 		$69K Buy
+1,600
New +$66.2K 0.03% 278

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

V Wealth Advisors's IYT Position: Q3 2017 in Review

V Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2017, closing a stake of 1,600 shares — an estimated $69K sold.

V Wealth Advisors first reported a position in IYT in Q2 2017 and held it in 1 quarter. The position peaked at $69K in Q2 2017. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2017.

  • V Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,600 iShares US Transportation ETF shares in Q3 2017, an estimated $69K.
  • V Wealth Advisors first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's iShares US Transportation ETF position peaked at $69K in Q2 2017.
  • 124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.