Clear Perspective Advisors’s iShares US Transportation ETF IYT Stock Holding History

Clear Perspective Advisors’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 Q2	–	Sell	-1,200	Closed	-$56K	–	502
2018 Q1	$56K	Buy	1,200 +700	+140%	+$33.8K	0.04%	229
2017 Q4	$24K	Hold	500	–	–	0.02%	279
2017 Q3	$22K	Sell	500 -300	-38%	-$12.7K	0.02%	282
2017 Q2	$34K	Hold	800	–	–	0.03%	255
2017 Q1	$33K	Hold	800	–	–	0.02%	244
2016 Q4	$33K	Buy	+800	New	+$31.1K	0.02%	234

Other funds holding IYT

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 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

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

Clear Perspective Advisors's IYT Position: Q2 2018 in Review

Clear Perspective Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2018, closing a stake of 1,200 shares — an estimated $56K sold.

Clear Perspective Advisors first reported a position in IYT in Q4 2016 and held it in 6 quarters. The position peaked at $56K in Q1 2018. 140 funds tracked by Wall St. Rank hold IYT as of Q2 2018.

Clear Perspective Advisors reported no remaining iShares US Transportation ETF position as of Q2 2018 after selling out during the quarter.
Clear Perspective Advisors sold 1,200 iShares US Transportation ETF shares in Q2 2018, an estimated $56K.
Clear Perspective Advisors first reported a position in iShares US Transportation ETF in Q4 2016 and held it in 6 quarters.
Clear Perspective Advisors's iShares US Transportation ETF position peaked at $56K in Q1 2018.
140 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2018.

Based on Clear Perspective Advisors's 13F filing for Q2 2018, filed 7 Aug 2018.