Butensky & Cohen Financial Security’s iShares US Transportation ETF IYT Stock Holding History

Butensky & Cohen Financial Security’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 Q3	–	Sell	-400	Closed	-$17K	–	99
2017 Q2	$17K	Hold	400	–	–	0.02%	95
2017 Q1	$16K	Sell	400 -100	-20%	-$4.16K	0.01%	93
2016 Q4	$20K	Hold	500	–	–	0.02%	86
2016 Q3	$18K	Hold	500	–	–	0.02%	84
2016 Q2	$17K	Hold	500	–	–	0.02%	82
2016 Q1	$18K	Hold	500	–	–	0.02%	90
2015 Q4	$17K	Hold	500	–	–	0.02%	95
2015 Q3	$17K	Sell	500 -20	-4%	-$727	0.02%	92
2015 Q2	$19K	Hold	520	–	–	0.02%	93
2015 Q1	$20K	Hold	520	–	–	0.02%	93
2014 Q4	$21K	Buy	+520	New	+$20.4K	0.02%	92

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return

Butensky & Cohen Financial Security's IYT Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares US Transportation ETF (IYT) in Q3 2017, closing a stake of 400 shares — an estimated $17K sold.

Butensky & Cohen Financial Security first reported a position in IYT in Q4 2014 and held it in 11 quarters. The position peaked at $21K in Q4 2014. 124 funds tracked by Wall St. Rank hold IYT as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares US Transportation ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 400 iShares US Transportation ETF shares in Q3 2017, an estimated $17K.
Butensky & Cohen Financial Security first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 11 quarters.
Butensky & Cohen Financial Security's iShares US Transportation ETF position peaked at $21K in Q4 2014.
124 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.