Pittenger & Anderson Inc’s iShares US Transportation ETF IYT Stock Holding History

Pittenger & Anderson Inc’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	-2,400	Closed	-$98K	–	353
2016 Q4	$98K	Sell	2,400 -400	-14%	-$15.5K	0.01%	245
2016 Q3	$102K	Hold	2,800	–	–	0.01%	241
2016 Q2	$94K	Hold	2,800	–	–	0.01%	246
2016 Q1	$100K	Sell	2,800 -1,000	-26%	-$32.7K	0.01%	265
2015 Q4	$128K	Hold	3,800	–	–	0.02%	257
2015 Q3	$133K	Hold	3,800	–	–	0.02%	268
2015 Q2	$138K	Hold	3,800	–	–	0.02%	269
2015 Q1	$149K	Hold	3,800	–	–	0.02%	266
2014 Q4	$156K	Hold	3,800	–	–	0.02%	253
2014 Q3	$143K	Sell	3,800 -400	-10%	-$15K	0.02%	240
2014 Q2	$154K	Buy	+4,200	New	+$148K	0.02%	246

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

Pittenger & Anderson Inc's IYT Position: Q1 2017 in Review

Pittenger & Anderson Inc sold out of iShares US Transportation ETF (IYT) in Q1 2017, closing a stake of 2,400 shares — an estimated $98K sold.

Pittenger & Anderson Inc first reported a position in IYT in Q2 2014 and held it in 11 quarters. The position peaked at $156K in Q4 2014. 123 funds tracked by Wall St. Rank hold IYT as of Q1 2017.

Pittenger & Anderson Inc reported no remaining iShares US Transportation ETF position as of Q1 2017 after selling out during the quarter.
Pittenger & Anderson Inc sold 2,400 iShares US Transportation ETF shares in Q1 2017, an estimated $98K.
Pittenger & Anderson Inc first reported a position in iShares US Transportation ETF in Q2 2014 and held it in 11 quarters.
Pittenger & Anderson Inc's iShares US Transportation ETF position peaked at $156K in Q4 2014.
123 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2017.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2017, filed 15 May 2017.