LVW Advisors’s iShares US Transportation ETF IYT Stock Holding History

LVW Advisors’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 Q2	–	Sell	-16,372	Closed	-$641K	–	152
2015 Q1	$641K	Buy	+16,372	New	+$657K	0.31%	60

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

WMSA

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

LVW Advisors's IYT Position: Q2 2015 in Review

LVW Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2015, closing a stake of 16,372 shares — an estimated $641K sold.

LVW Advisors first reported a position in IYT in Q1 2015 and held it in 1 quarter. The position peaked at $641K in Q1 2015. 118 funds tracked by Wall St. Rank hold IYT as of Q2 2015.

LVW Advisors reported no remaining iShares US Transportation ETF position as of Q2 2015 after selling out during the quarter.
LVW Advisors sold 16,372 iShares US Transportation ETF shares in Q2 2015, an estimated $641K.
LVW Advisors first reported a position in iShares US Transportation ETF in Q1 2015 and held it in 1 quarter.
LVW Advisors's iShares US Transportation ETF position peaked at $641K in Q1 2015.
118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2015.

Based on LVW Advisors's 13F filing for Q2 2015, filed 13 Aug 2015.