Physicians Financial Services’s iShares US Transportation ETF IYT Stock Holding History

Physicians Financial Services’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 Q1	–	Sell	-1,020	Closed	-$36K	–	190
2016 Q4	$36K	Buy	+1,020	New	+$39.6K	0.03%	180
2016 Q3	–	Sell	-1,020	Closed	-$34K	–	305
2016 Q2	$34K	Buy	1,020 +4	+0.4%	+$139	0.03%	179
2016 Q1	$36K	Buy	1,016 +8	+0.8%	+$261	0.03%	166
2015 Q4	$34K	Buy	+1,008	New	+$36.2K	0.03%	181

Other funds holding IYT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIFH

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

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

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

SWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Physicians Financial Services's IYT Position: Q1 2017 in Review

Physicians Financial Services sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 1,020 shares — an estimated $36K sold.

Physicians Financial Services first reported a position in IYT in Q4 2015 and held it in 4 quarters. The position peaked at $36K in Q4 2016. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

Physicians Financial Services reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 1,020 iShares US Transportation ETF shares in Q1 2017, an estimated $36K.
Physicians Financial Services first reported a position in iShares US Transportation ETF in Q4 2015 and held it in 4 quarters.
Physicians Financial Services's iShares US Transportation ETF position peaked at $36K in Q4 2016.
123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.