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Arcus Capital Partners’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Arcus Capital Partners’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
Q2 		– Sell
-16,600
Closed -$976K – 136
2019
Q1 		$976K Buy
16,600
+98
+0.6% +$5.88K 0.38% 39
2018
Q4 		$925K Sell
16,502
-398
-2% -$23.8K 0.54% 37
2018
Q3 		$1.05M Sell
16,900
-537
-3% -$34.9K 0.5% 40
2018
Q2 		$1.12M Sell
17,437
-303
-2% -$20.3K 0.55% 38
2018
Q1 		$1.16M Buy
+17,740
New +$1.17M 0.65% 34

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Arcus Capital Partners's IAI Position: Q2 2019 in Review

Arcus Capital Partners sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2019, closing a stake of 16,600 shares — an estimated $976K sold.

Arcus Capital Partners first reported a position in IAI in Q1 2018 and held it in 5 quarters. The position peaked at $1.16M in Q1 2018. 62 funds tracked by Wall St. Rank hold IAI as of Q2 2019.

  • Arcus Capital Partners reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2019 after selling out during the quarter.
  • Arcus Capital Partners sold 16,600 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2019, an estimated $976K.
  • Arcus Capital Partners first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and held it in 5 quarters.
  • Arcus Capital Partners's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.16M in Q1 2018.
  • 62 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2019.

Based on Arcus Capital Partners's 13F filing for Q2 2019, filed 19 Jul 2019.