VCWA
IYT icon

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

Vanguard Capital 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
2019
Q1 		– Sell
-15,660
Closed -$646K – 121
2018
Q4 		$646K Buy
+15,660
New +$723K 0.96% 30

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Vanguard Capital Wealth Advisors's IYT Position: Q1 2019 in Review

Vanguard Capital Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2019, closing a stake of 15,660 shares — an estimated $646K sold.

Vanguard Capital Wealth Advisors first reported a position in IYT in Q4 2018 and held it in 1 quarter. The position peaked at $646K in Q4 2018. 139 funds tracked by Wall St. Rank hold IYT as of Q1 2019.

  • Vanguard Capital Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q1 2019 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 15,660 iShares US Transportation ETF shares in Q1 2019, an estimated $646K.
  • Vanguard Capital Wealth Advisors first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 1 quarter.
  • Vanguard Capital Wealth Advisors's iShares US Transportation ETF position peaked at $646K in Q4 2018.
  • 139 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2019.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.