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Pacific Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Pacific Financial 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
2015
Q2 		– Sell
-34,576
Closed -$1.35M – 55
2015
Q1 		$1.35M Sell
34,576
-312,372
-90% -$12.5M 1.76% 20
2014
Q4 		$14.2M Buy
+346,948
New +$13.6M 4.21% 8

Other funds holding IYT

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Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BNP Paribas Financial Markets
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

Pacific Financial Group's IYT Position: Q2 2015 in Review

Pacific Financial Group sold out of iShares US Transportation ETF (IYT) in Q2 2015, closing a stake of 34,576 shares — an estimated $1.35M sold.

Pacific Financial Group first reported a position in IYT in Q4 2014 and held it in 2 quarters. The position peaked at $14.2M in Q4 2014. 118 funds tracked by Wall St. Rank hold IYT as of Q2 2015.

  • Pacific Financial Group reported no remaining iShares US Transportation ETF position as of Q2 2015 after selling out during the quarter.
  • Pacific Financial Group sold 34,576 iShares US Transportation ETF shares in Q2 2015, an estimated $1.35M.
  • Pacific Financial Group first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 2 quarters.
  • Pacific Financial Group's iShares US Transportation ETF position peaked at $14.2M in Q4 2014.
  • 118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2015.

Based on Pacific Financial Group's 13F filing for Q2 2015, filed 20 Jul 2015.