Apriem Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Apriem Advisors’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-14,280	Closed	-$1.43M	–	136
2019 Q1	$1.43M	Hold	14,280	–	–	0.38%	39
2018 Q4	$1.23M	Hold	14,280	–	–	0.43%	38
2018 Q3	$1.54M	Hold	14,280	–	–	0.34%	48
2018 Q2	$1.37M	Buy	+14,280	New	+$1.41M	0.31%	47

Other funds holding ITA

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

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

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

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

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

MIFH

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Apriem Advisors's ITA Position: Q2 2019 in Review

Apriem Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 14,280 shares — an estimated $1.43M sold.

Apriem Advisors first reported a position in ITA in Q2 2018 and held it in 4 quarters. The position peaked at $1.54M in Q3 2018. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

Apriem Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
Apriem Advisors sold 14,280 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $1.43M.
Apriem Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 4 quarters.
Apriem Advisors's iShares US Aerospace & Defense ETF position peaked at $1.54M in Q3 2018.
377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on Apriem Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.