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Benjamin F. Edwards & Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Benjamin F. Edwards & Company’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
2018
Q3 		– Sell
-47
Closed -$3K – 1618
2018
Q2 		$3K Buy
+47
New +$3.14K ﹤0.01% 1481

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Benjamin F. Edwards & Company's IAI Position: Q3 2018 in Review

Benjamin F. Edwards & Company sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2018, closing a stake of 47 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in IAI in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 69 funds tracked by Wall St. Rank hold IAI as of Q3 2018.

  • Benjamin F. Edwards & Company reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2018 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 47 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2018, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2018.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2018, filed 29 Oct 2018.