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

WealthSource 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
2020 Q3	–	Sell	-16,800	Closed	-$683K	–	377
2020 Q2	$683K	Buy	+16,800	New	+$638K	0.1%	147
2020 Q1	–	Sell	-4,252	Closed	-$208K	–	390
2019 Q4	$208K	Buy	+4,252	New	+$204K	0.03%	390
2019 Q3	–	Sell	-4,252	Closed	-$200K	–	449
2019 Q2	$200K	Buy	+4,252	New	+$201K	0.03%	427

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WealthSource Partners's IYT Position: Q3 2020 in Review

WealthSource Partners sold out of iShares US Transportation ETF (IYT) in Q3 2020, closing a stake of 16,800 shares — an estimated $683K sold.

WealthSource Partners first reported a position in IYT in Q2 2019 and held it in 3 quarters. The position peaked at $683K in Q2 2020. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2020.

WealthSource Partners reported no remaining iShares US Transportation ETF position as of Q3 2020 after selling out during the quarter.
WealthSource Partners sold 16,800 iShares US Transportation ETF shares in Q3 2020, an estimated $683K.
WealthSource Partners first reported a position in iShares US Transportation ETF in Q2 2019 and held it in 3 quarters.
WealthSource Partners's iShares US Transportation ETF position peaked at $683K in Q2 2020.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2020.

Based on WealthSource Partners's 13F filing for Q3 2020, filed 16 Nov 2020.