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

Beck Capital Management’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 Q4	–	Sell	-6,721	Closed	-$432K	–	109
2019 Q3	$432K	Sell	6,721 -194	-3%	-$12.5K	0.23%	68
2019 Q2	$437K	Sell	6,915 -23	-0.3%	-$1.43K	0.23%	68
2019 Q1	$408K	Sell	6,938 -139	-2%	-$8.34K	0.2%	76
2018 Q4	$397K	Sell	7,077 -518	-7%	-$31K	0.34%	47
2018 Q3	$473K	Sell	7,595 -4	-0.1%	-$260	0.2%	74
2018 Q2	$487K	Buy	7,599 +400	+6%	+$26.7K	0.24%	66
2018 Q1	$471K	Sell	7,199 -59	-0.8%	-$3.9K	0.22%	75
2017 Q4	$456K	Buy	7,258 +135	+2%	+$8.06K	0.2%	83
2017 Q3	$407K	Sell	7,123 -358	-5%	-$19.4K	0.19%	80
2017 Q2	$393K	Sell	7,481 -3,000	-29%	-$153K	0.2%	77
2017 Q1	$537K	Buy	+10,481	New	+$544K	0.28%	67

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Beck Capital Management's IAI Position: Q4 2019 in Review

Beck Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2019, closing a stake of 6,721 shares — an estimated $432K sold.

Beck Capital Management first reported a position in IAI in Q1 2017 and held it in 11 quarters. The position peaked at $537K in Q1 2017. 65 funds tracked by Wall St. Rank hold IAI as of Q4 2019.

Beck Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2019 after selling out during the quarter.
Beck Capital Management sold 6,721 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2019, an estimated $432K.
Beck Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2017 and held it in 11 quarters.
Beck Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $537K in Q1 2017.
65 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2019.

Based on Beck Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.