First Heartland Consultants’s iShares US Transportation ETF IYT Stock Holding History

First Heartland Consultants’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
2015 Q3	–	Sell	-6,816	Closed	-$247K	–	271
2015 Q2	$247K	Sell	6,816 -2,680	-28%	-$103K	0.07%	213
2015 Q1	$372K	Buy	9,496 +2,340	+33%	+$93.9K	0.14%	170
2014 Q4	$294K	Buy	+7,156	New	+$281K	0.12%	183

Other funds holding IYT

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

First Heartland Consultants's IYT Position: Q3 2015 in Review

First Heartland Consultants sold out of iShares US Transportation ETF (IYT) in Q3 2015, closing a stake of 6,816 shares — an estimated $247K sold.

First Heartland Consultants first reported a position in IYT in Q4 2014 and held it in 3 quarters. The position peaked at $372K in Q1 2015. 103 funds tracked by Wall St. Rank hold IYT as of Q3 2015.

First Heartland Consultants reported no remaining iShares US Transportation ETF position as of Q3 2015 after selling out during the quarter.
First Heartland Consultants sold 6,816 iShares US Transportation ETF shares in Q3 2015, an estimated $247K.
First Heartland Consultants first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 3 quarters.
First Heartland Consultants's iShares US Transportation ETF position peaked at $372K in Q1 2015.
103 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2015.

Based on First Heartland Consultants's 13F filing for Q3 2015, filed 12 Nov 2015.