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WealthPLAN Partners’s iShares US Transportation ETF IYT Stock Holding History

WealthPLAN Partners’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
Q2 		– Sell
-80
Closed -$3.27K – 306
2017
Q1 		$3.27K Buy
+80
New +$3.33K 0.01% 381
2016
Q3 		$2.9K Sell
80
-80
-50% -$2.83K ﹤0.01% 805
2016
Q2 		$2.69K Buy
+160
New +$5.56K ﹤0.01% 2178
2015
Q4 		$54K Buy
+4,640
New +$166K 0.01% 599
2015
Q2 		$2.57M Buy
70,980
+53,772
+312% +$2.06M 1.13% 15
2015
Q1 		$673K Buy
+17,208
New +$690K 0.31% 60

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

WealthPLAN Partners's IYT Position: Q2 2017 in Review

WealthPLAN Partners sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 80 shares — an estimated $3.27K sold.

WealthPLAN Partners first reported a position in IYT in Q1 2015 and held it in 6 quarters. The position peaked at $2.57M in Q2 2015. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

  • WealthPLAN Partners reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 80 iShares US Transportation ETF shares in Q2 2017, an estimated $3.27K.
  • WealthPLAN Partners first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 6 quarters.
  • WealthPLAN Partners's iShares US Transportation ETF position peaked at $2.57M in Q2 2015.
  • 129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.