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Westside Investment Management’s iShares US Transportation ETF IYT Stock Holding History

Westside Investment 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
Q1 		– Sell
-2,160
Closed -$89.3K – 777
2016
Q4 		$89.3K Buy
+2,160
New +$83.8K 0.06% 149

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UCFA
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AssetMark Inc
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MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Westside Investment Management's IYT Position: Q1 2017 in Review

Westside Investment Management sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 2,160 shares — an estimated $89.3K sold.

Westside Investment Management first reported a position in IYT in Q4 2016 and held it in 1 quarter. The position peaked at $89.3K in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

  • Westside Investment Management reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
  • Westside Investment Management sold 2,160 iShares US Transportation ETF shares in Q1 2017, an estimated $89.3K.
  • Westside Investment Management first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 1 quarter.
  • Westside Investment Management's iShares US Transportation ETF position peaked at $89.3K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Westside Investment Management's 13F filing for Q1 2017, filed 11 May 2017.