VAM
IYT icon

Visionary Asset Management’s iShares US Transportation ETF IYT Stock Holding History

Visionary Asset Management’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
Q4 		– Sell
-8,576
Closed -$383K – 291
2017
Q3 		$383K Sell
8,576
-408
-5% -$17.3K 0.11% 106
2017
Q2 		$386K Buy
+8,984
New +$372K 0.11% 100

Other funds holding IYT

UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Visionary Asset Management's IYT Position: Q4 2017 in Review

Visionary Asset Management sold out of iShares US Transportation ETF (IYT) in Q4 2017, closing a stake of 8,576 shares — an estimated $383K sold.

Visionary Asset Management first reported a position in IYT in Q2 2017 and held it in 2 quarters. The position peaked at $386K in Q2 2017. 136 funds tracked by Wall St. Rank hold IYT as of Q4 2017.

  • Visionary Asset Management reported no remaining iShares US Transportation ETF position as of Q4 2017 after selling out during the quarter.
  • Visionary Asset Management sold 8,576 iShares US Transportation ETF shares in Q4 2017, an estimated $383K.
  • Visionary Asset Management first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 2 quarters.
  • Visionary Asset Management's iShares US Transportation ETF position peaked at $386K in Q2 2017.
  • 136 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2017.

Based on Visionary Asset Management's 13F filing for Q4 2017, filed 11 Jan 2018.