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Winslow Evans & Crocker’s iShares US Transportation ETF IYT Stock Holding History

Winslow Evans & Crocker’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
Q4 		$327K Buy
5,928
+2,988
+102% +$160K 0.06% 249
2020
Q3 		$146K Buy
2,940
+80
+3% +$3.74K 0.04% 308
2020
Q2 		$116K Sell
2,860
-1,308
-31% -$49.6K 0.03% 336
2020
Q1 		$146K Sell
4,168
-600
-13% -$26.4K 0.05% 275
2019
Q4 		$234K Sell
4,768
-3,080
-39% -$148K 0.06% 262
2019
Q3 		$366K Sell
7,848
-640
-8% -$29.9K 0.1% 206
2019
Q2 		$402K Sell
8,488
-1,144
-12% -$54K 0.11% 199
2019
Q1 		$454K Sell
9,632
-456
-5% -$20.7K 0.13% 173
2018
Q4 		$418K Hold
10,088
– – 0.14% 157
2018
Q3 		$518K Sell
10,088
-136
-1% -$6.8K 0.16% 145
2018
Q2 		$476K Buy
10,224
+9,920
+3,263% +$475K 0.15% 147
2018
Q1 		$14K Hold
304
– – ﹤0.01% 719
2017
Q4 		$14.4K Hold
304
– – ﹤0.01% 730
2017
Q3 		$13.4K Buy
304
+4
+1% +$170 ﹤0.01% 760
2017
Q2 		$12.9K Sell
300
-4
-1% -$166 ﹤0.01% 858
2017
Q1 		$12.3K Buy
+304
New +$12.7K ﹤0.01% 849
2016
Q1 		– Sell
-400
Closed -$13.5K – 1319
2015
Q4 		$13.5K Hold
400
– – ﹤0.01% 844
2015
Q3 		$14K Hold
400
– – ﹤0.01% 814
2015
Q2 		$14.5K Hold
400
– – ﹤0.01% 841
2015
Q1 		$15.7K Sell
400
-2,904
-88% -$116K ﹤0.01% 783
2014
Q4 		$135K Buy
3,304
+2,904
+726% +$114K 0.04% 354
2014
Q3 		$15.1K Hold
400
– – ﹤0.01% 803
2014
Q2 		$14.7K Hold
400
– – ﹤0.01% 750
2014
Q1 		$13.5K Hold
400
– – ﹤0.01% 765
2013
Q4 		$13K Buy
+400
New +$12.6K ﹤0.01% 820

Other funds holding IYT

Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's IYT Position: Q4 2020 in Review

Winslow Evans & Crocker increased its iShares US Transportation ETF (IYT) stake by 102% in Q4 2020, buying an estimated $160K and bringing the position to 5,928 shares worth $327K. The position accounts for 0.06% of the portfolio, ranked #249.

Winslow Evans & Crocker first reported a position in IYT in Q4 2013 and has held it in 25 quarters since. The position peaked at $518K in Q3 2018. 197 funds tracked by Wall St. Rank hold IYT as of Q4 2020.

  • Winslow Evans & Crocker held 5,928 shares of iShares US Transportation ETF worth $327K as of Q4 2020.
  • Winslow Evans & Crocker bought 2,988 iShares US Transportation ETF shares in Q4 2020, an estimated $160K.
  • iShares US Transportation ETF made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #249 holding.
  • Winslow Evans & Crocker first reported a position in iShares US Transportation ETF in Q4 2013 and has held it in 25 quarters since.
  • Winslow Evans & Crocker's iShares US Transportation ETF position peaked at $518K in Q3 2018.
  • 197 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.