Cue Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Cue Advisory Services’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	-14,820	Closed	-$690K	–	157
2018 Q2	$690K	Buy	14,820 +800	+6%	+$38.3K	0.42%	86
2018 Q1	$656K	Hold	14,020	–	–	0.43%	86
2017 Q4	$672K	Hold	14,020	–	–	0.44%	84
2017 Q3	$625K	Buy	+14,020	New	+$595K	0.43%	91

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

Cue Advisory Services's IYT Position: Q3 2018 in Review

Cue Advisory Services sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 14,820 shares — an estimated $690K sold.

Cue Advisory Services first reported a position in IYT in Q3 2017 and held it in 4 quarters. The position peaked at $690K in Q2 2018. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

Cue Advisory Services reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
Cue Advisory Services sold 14,820 iShares US Transportation ETF shares in Q3 2018, an estimated $690K.
Cue Advisory Services first reported a position in iShares US Transportation ETF in Q3 2017 and held it in 4 quarters.
Cue Advisory Services's iShares US Transportation ETF position peaked at $690K in Q2 2018.
147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Cue Advisory Services's 13F filing for Q3 2018, filed 16 Oct 2018.