Advantage Investment Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Advantage Investment Management’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$4K	Buy	+67	New	+$4.32K	﹤0.01%	788
2018 Q2	–	Sell	-85	Closed	-$6K	–	987
2018 Q1	$6K	Buy	+85	New	+$5.61K	﹤0.01%	768

Other funds holding IAI

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Advantage Investment Management's IAI Position: Q3 2019 in Review

Advantage Investment Management opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2019: 67 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #788 among its holdings. This is a return to the name: Advantage Investment Management previously reported a position in IAI as recently as Q1 2018.

Advantage Investment Management first reported a position in IAI in Q1 2018 and has held it in 2 quarters since. The position peaked at $6K in Q1 2018. 65 funds tracked by Wall St. Rank hold IAI as of Q3 2019.

Advantage Investment Management held 67 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $4K as of Q3 2019.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Advantage Investment Management position in Q3 2019.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Advantage Investment Management's portfolio in Q3 2019, its #788 holding.
Advantage Investment Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and has held it in 2 quarters since.
Advantage Investment Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6K in Q1 2018.
65 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.