Lenox Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Lenox Wealth Management’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	-3,904	Closed	-$182K	–	653
2018 Q2	$182K	Buy	3,904 +192	+5%	+$9.19K	0.06%	143
2018 Q1	$173K	Buy	3,712 +2,932	+376%	+$141K	0.06%	131
2017 Q4	$37K	Buy	780 +556	+248%	+$25.1K	0.01%	244
2017 Q3	$9K	Hold	224	–	–	﹤0.01%	408
2017 Q2	$10K	Buy	+224	New	+$9.27K	﹤0.01%	375

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

Lenox Wealth Management's IYT Position: Q3 2018 in Review

Lenox Wealth Management sold out of iShares US Transportation ETF (IYT) in Q3 2018, closing a stake of 3,904 shares — an estimated $182K sold.

Lenox Wealth Management first reported a position in IYT in Q2 2017 and held it in 5 quarters. The position peaked at $182K in Q2 2018. 147 funds tracked by Wall St. Rank hold IYT as of Q3 2018.

Lenox Wealth Management reported no remaining iShares US Transportation ETF position as of Q3 2018 after selling out during the quarter.
Lenox Wealth Management sold 3,904 iShares US Transportation ETF shares in Q3 2018, an estimated $182K.
Lenox Wealth Management first reported a position in iShares US Transportation ETF in Q2 2017 and held it in 5 quarters.
Lenox Wealth Management's iShares US Transportation ETF position peaked at $182K in Q2 2018.
147 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2018.

Based on Lenox Wealth Management's 13F filing for Q3 2018, filed 23 Oct 2018.