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

Berman Capital Advisors’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
Q2 		– Sell
-344
Closed -$34K – 1524
2019
Q1 		$34K Buy
+344
New +$33.6K 0.01% 344

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Berman Capital Advisors's ITA Position: Q2 2019 in Review

Berman Capital Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 344 shares — an estimated $34K sold.

Berman Capital Advisors first reported a position in ITA in Q1 2019 and held it in 1 quarter. The position peaked at $34K in Q1 2019. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

  • Berman Capital Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 344 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $34K.
  • Berman Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and held it in 1 quarter.
  • Berman Capital Advisors's iShares US Aerospace & Defense ETF position peaked at $34K in Q1 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on Berman Capital Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.