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Whittier Trust’s iShares US Transportation ETF IYT Stock Holding History

Whittier Trust’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
-100
Closed -$3K – 1084
2013
Q4 		$3K Hold
100
– – ﹤0.01% 1001
2013
Q3 		$3K Hold
100
– – ﹤0.01% 999
2013
Q2 		$3K Buy
+100
New +$2.77K ﹤0.01% 1004

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

Whittier Trust's IYT Position: Q1 2014 in Review

Whittier Trust sold out of iShares US Transportation ETF (IYT) in Q1 2014, closing a stake of 100 shares — an estimated $3K sold.

Whittier Trust first reported a position in IYT in Q2 2013 and held it in 3 quarters. The position peaked at $3K in Q4 2013. 92 funds tracked by Wall St. Rank hold IYT as of Q1 2014.

  • Whittier Trust reported no remaining iShares US Transportation ETF position as of Q1 2014 after selling out during the quarter.
  • Whittier Trust sold 100 iShares US Transportation ETF shares in Q1 2014, an estimated $3K.
  • Whittier Trust first reported a position in iShares US Transportation ETF in Q2 2013 and held it in 3 quarters.
  • Whittier Trust's iShares US Transportation ETF position peaked at $3K in Q4 2013.
  • 92 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2014.

Based on Whittier Trust's 13F filing for Q1 2014, filed 1 May 2014.