FundX Investment Group’s iShares US Transportation ETF IYT Stock Holding History

FundX Investment Group’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 Q2	–	Sell	-193,100	Closed	-$7.92M	–	51
2017 Q1	$7.92M	Sell	193,100 -22,484	-10%	-$936K	3.33%	13
2016 Q4	$8.78M	Buy	+215,584	New	+$8.37M	3.07%	11
2015 Q1	–	Sell	-251,536	Closed	-$10.3M	–	25
2014 Q4	$10.3M	Buy	251,536 +112,612	+81%	+$4.43M	3.1%	12
2014 Q3	$5.24M	Buy	138,924 +376	+0.3%	+$14.1K	1.98%	10
2014 Q2	$5.09M	Buy	+138,548	New	+$4.88M	1.96%	13
2014 Q1	–	Sell	-10,800	Closed	-$356K	–	25
2013 Q4	$356K	Buy	+10,800	New	+$339K	0.16%	22

Other funds holding IYT

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

QIM

Quantitative Investment Management Charlottesville, Virginia $963M AUM 12.95% 1-Year Est. Return

FundX Investment Group's IYT Position: Q2 2017 in Review

FundX Investment Group sold out of iShares US Transportation ETF (IYT) in Q2 2017, closing a stake of 193,100 shares — an estimated $7.92M sold.

FundX Investment Group first reported a position in IYT in Q4 2013 and held it in 6 quarters. The position peaked at $10.3M in Q4 2014. 129 funds tracked by Wall St. Rank hold IYT as of Q2 2017.

FundX Investment Group reported no remaining iShares US Transportation ETF position as of Q2 2017 after selling out during the quarter.
FundX Investment Group sold 193,100 iShares US Transportation ETF shares in Q2 2017, an estimated $7.92M.
FundX Investment Group first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 6 quarters.
FundX Investment Group's iShares US Transportation ETF position peaked at $10.3M in Q4 2014.
129 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2017.

Based on FundX Investment Group's 13F filing for Q2 2017, filed 7 Aug 2017.