Krilogy Financial’s iShares US Transportation ETF IYT Stock Holding History

Krilogy Financial’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 Q4	–	Sell	-232	Closed	-$12K	–	408
2018 Q3	$12K	Buy	+232	New	+$11.6K	﹤0.01%	504
2018 Q2	–	Sell	-232	Closed	-$11K	–	394
2018 Q1	$11K	Hold	232	–	–	﹤0.01%	517
2017 Q4	$11K	Hold	232	–	–	﹤0.01%	508
2017 Q3	$10K	Hold	232	–	–	﹤0.01%	579
2017 Q2	$10K	Buy	+232	New	+$9.6K	﹤0.01%	531

Other funds holding IYT

Citigroup New York $235B AUM 32.99% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

MIFH

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Krilogy Financial's IYT Position: Q4 2018 in Review

Krilogy Financial sold out of iShares US Transportation ETF (IYT) in Q4 2018, closing a stake of 232 shares — an estimated $12K sold.

Krilogy Financial first reported a position in IYT in Q2 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2018. 130 funds tracked by Wall St. Rank hold IYT as of Q4 2018.

Krilogy Financial reported no remaining iShares US Transportation ETF position as of Q4 2018 after selling out during the quarter.
Krilogy Financial sold 232 iShares US Transportation ETF shares in Q4 2018, an estimated $12K.
Krilogy Financial first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 5 quarters.
Krilogy Financial's iShares US Transportation ETF position peaked at $12K in Q3 2018.
130 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.