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

Weiss 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
2014
Q1 		– Sell
-83,200
Closed -$2.74M – 67
2013
Q4 		$2.74M Buy
+83,200
New +$2.61M 1% 17

Other funds holding IYT

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Weiss Asset Management's IYT Position: Q1 2014 in Review

Weiss Asset Management sold out of iShares US Transportation ETF (IYT) in Q1 2014, closing a stake of 83,200 shares — an estimated $2.74M sold.

Weiss Asset Management first reported a position in IYT in Q4 2013 and held it in 1 quarter. The position peaked at $2.74M in Q4 2013. 92 funds tracked by Wall St. Rank hold IYT as of Q1 2014.

  • Weiss Asset Management reported no remaining iShares US Transportation ETF position as of Q1 2014 after selling out during the quarter.
  • Weiss Asset Management sold 83,200 iShares US Transportation ETF shares in Q1 2014, an estimated $2.74M.
  • Weiss Asset Management first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 1 quarter.
  • Weiss Asset Management's iShares US Transportation ETF position peaked at $2.74M in Q4 2013.
  • 92 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2014.

Based on Weiss Asset Management's 13F filing for Q1 2014, filed 14 May 2014.