SPC Financial Inc’s iShares US Transportation ETF IYT Stock Holding History

SPC Financial 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
2020 Q2	–	Sell	-30,200	Closed	-$1.04M	–	137
2020 Q1	$1.04M	Buy	+30,200	New	+$1.33M	0.27%	58
2015 Q2	–	Sell	-142,896	Closed	-$5.59M	–	117
2015 Q1	$5.59M	Buy	142,896 +38,432	+37%	+$1.54M	1.54%	23
2014 Q4	$4.29M	Buy	104,464 +3,188	+3%	+$125K	1.25%	26
2014 Q3	$3.82M	Buy	101,276 +14,408	+17%	+$540K	1.11%	34
2014 Q2	$3.19M	Buy	86,868 +13,948	+19%	+$491K	0.89%	37
2014 Q1	$2.47M	Buy	+72,920	New	+$2.41M	0.75%	43

Other funds holding IYT

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SPC Financial Inc's IYT Position: Q2 2020 in Review

SPC Financial Inc sold out of iShares US Transportation ETF (IYT) in Q2 2020, closing a stake of 30,200 shares — an estimated $1.04M sold.

SPC Financial Inc first reported a position in IYT in Q1 2014 and held it in 6 quarters. The position peaked at $5.59M in Q1 2015. 132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

SPC Financial Inc reported no remaining iShares US Transportation ETF position as of Q2 2020 after selling out during the quarter.
SPC Financial Inc sold 30,200 iShares US Transportation ETF shares in Q2 2020, an estimated $1.04M.
SPC Financial Inc first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 6 quarters.
SPC Financial Inc's iShares US Transportation ETF position peaked at $5.59M in Q1 2015.
132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on SPC Financial Inc's 13F filing for Q2 2020, filed 24 Jul 2020.