Avestar Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Avestar Capital’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 Q1	–	Sell	-5,836	Closed	-$495K	–	912
2018 Q4	$495K	Sell	5,836 -13,456	-70%	-$1.3M	0.34%	54
2018 Q3	$2.07M	Buy	19,292 +3,610	+23%	+$371K	1.2%	18
2018 Q2	$1.48M	Buy	15,682 +6,944	+79%	+$688K	0.94%	24
2018 Q1	$846K	Buy	8,738 +2,442	+39%	+$242K	0.55%	32
2017 Q4	$590K	Buy	+6,296	New	+$576K	0.44%	32

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

RJFSA

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Avestar Capital's ITA Position: Q1 2019 in Review

Avestar Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2019, closing a stake of 5,836 shares — an estimated $495K sold.

Avestar Capital first reported a position in ITA in Q4 2017 and held it in 5 quarters. The position peaked at $2.07M in Q3 2018. 378 funds tracked by Wall St. Rank hold ITA as of Q1 2019.

Avestar Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
Avestar Capital sold 5,836 iShares US Aerospace & Defense ETF shares in Q1 2019, an estimated $495K.
Avestar Capital first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 5 quarters.
Avestar Capital's iShares US Aerospace & Defense ETF position peaked at $2.07M in Q3 2018.
378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2019.

Based on Avestar Capital's 13F filing for Q1 2019, filed 9 May 2019.