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Ballentine Partners’s iShares US Home Construction ETF ITB Stock Holding History

Ballentine Partners’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$3K – 269
2016
Q4 		$3K Buy
+100
New +$2.72K ﹤0.01% 196

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Bank of America
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Goldman Sachs
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Citigroup
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JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
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DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return