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Ballew Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Ballew Advisors’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
2018
Q4 		– Sell
-1,060
Closed -$32K – 271
2018
Q3 		$32K Sell
1,060
-370
-26% -$14K 0.03% 196
2018
Q2 		$55K Hold
1,430
– – 0.06% 152
2018
Q1 		$56K Buy
+1,430
New +$59.7K 0.05% 156

Other funds holding ITB

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SCM
Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Ballew Advisors's ITB Position: Q4 2018 in Review

Ballew Advisors sold out of iShares US Home Construction ETF (ITB) in Q4 2018, closing a stake of 1,060 shares — an estimated $32K sold.

Ballew Advisors first reported a position in ITB in Q1 2018 and held it in 3 quarters. The position peaked at $56K in Q1 2018. 145 funds tracked by Wall St. Rank hold ITB as of Q4 2018.

  • Ballew Advisors reported no remaining iShares US Home Construction ETF position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 1,060 iShares US Home Construction ETF shares in Q4 2018, an estimated $32K.
  • Ballew Advisors first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares US Home Construction ETF position peaked at $56K in Q1 2018.
  • 145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.