Winch Advisory Services’s iShares US Transportation ETF IYT Stock Holding History

Winch Advisory 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
2015 Q2	–	Sell	-25,620	Closed	-$1M	–	320
2015 Q1	$1M	Sell	25,620 -227,576	-90%	-$9.13M	0.58%	40
2014 Q4	$10.4M	Buy	253,196 +210,712	+496%	+$8.28M	5.65%	4
2014 Q3	$1.6M	Sell	42,484 -10,720	-20%	-$402K	1.03%	31
2014 Q2	$1.96M	Buy	53,204 +14,756	+38%	+$519K	1.15%	27
2014 Q1	$1.3M	Buy	+38,448	New	+$1.27M	0.82%	30

Other funds holding IYT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

WMSA

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

Winch Advisory Services's IYT Position: Q2 2015 in Review

Winch Advisory Services sold out of iShares US Transportation ETF (IYT) in Q2 2015, closing a stake of 25,620 shares — an estimated $1M sold.

Winch Advisory Services first reported a position in IYT in Q1 2014 and held it in 5 quarters. The position peaked at $10.4M in Q4 2014. 118 funds tracked by Wall St. Rank hold IYT as of Q2 2015.

Winch Advisory Services reported no remaining iShares US Transportation ETF position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 25,620 iShares US Transportation ETF shares in Q2 2015, an estimated $1M.
Winch Advisory Services first reported a position in iShares US Transportation ETF in Q1 2014 and held it in 5 quarters.
Winch Advisory Services's iShares US Transportation ETF position peaked at $10.4M in Q4 2014.
118 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.