Archford Capital Strategies’s iShares US Transportation ETF IYT Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-308	Closed	-$14K	–	594
2018 Q2	$14K	Hold	308	–	–	﹤0.01%	397
2018 Q1	$15K	Buy	+308	New	+$14.8K	0.01%	305
2017 Q2	–	Sell	-628	Closed	-$26K	–	404
2017 Q1	$26K	Hold	628	–	–	0.01%	338
2016 Q4	$25K	Hold	628	–	–	0.01%	305
2016 Q3	$22K	Hold	628	–	–	0.01%	319
2016 Q2	$21K	Buy	+628	New	+$21.8K	0.01%	327
2016 Q1	–	Sell	-628	Closed	-$22K	–	387
2015 Q4	$22K	Hold	628	–	–	0.01%	360
2015 Q3	$22K	Hold	628	–	–	0.02%	264
2015 Q2	$23K	Sell	628 -16	-2%	-$614	0.02%	263
2015 Q1	$25.2K	Hold	644	–	–	0.02%	264
2014 Q4	$26K	Hold	644	–	–	0.02%	270
2014 Q3	$24K	Hold	644	–	–	0.02%	278
2014 Q2	$23.7K	Buy	644 +284	+79%	+$9.99K	0.02%	295
2014 Q1	$12.2K	Buy	+360	New	+$11.9K	0.01%	391

Other funds holding IYT

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

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Archford Capital Strategies's IYT Position: Q3 2018 in Review

Archford Capital Strategies sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 308 shares — an estimated $14K sold.

Archford Capital Strategies first reported a position in IYT in Q1 2014 and held it in 14 quarters. The position peaked at $26K in Q1 2017. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

Archford Capital Strategies reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 308 iShares US Transportation ETF shares in Q3 2018, an estimated $14K.
Archford Capital Strategies first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 14 quarters.
Archford Capital Strategies's iShares US Transportation ETF position peaked at $26K in Q1 2017.
147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.