Bessemer Group’s iShares US Insurance ETF IAK Stock Holding History

Bessemer Group’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-250	Closed	-$14K	–	1853
2018 Q4	$14K	Sell	250 -2,650	-91%	-$163K	﹤0.01%	1592
2018 Q3	$192K	Hold	2,900	–	–	﹤0.01%	996
2018 Q2	$178K	Hold	2,900	–	–	﹤0.01%	1004
2018 Q1	$187K	Hold	2,900	–	–	﹤0.01%	1017
2017 Q4	$193K	Hold	2,900	–	–	﹤0.01%	1026
2017 Q3	$185K	Hold	2,900	–	–	﹤0.01%	1077
2017 Q2	$182K	Sell	2,900 -500	-15%	-$30.5K	﹤0.01%	1079
2017 Q1	$206K	Buy	+3,400	New	+$206K	﹤0.01%	1090

Other funds holding IAK

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bessemer Group's IAK Position: Q1 2019 in Review

Bessemer Group sold out of iShares US Insurance ETF (IAK) in Q1 2019, closing a stake of 250 shares — an estimated $14K sold.

Bessemer Group first reported a position in IAK in Q1 2017 and held it in 8 quarters. The position peaked at $206K in Q1 2017. 40 funds tracked by Wall St. Rank hold IAK as of Q1 2019.

Bessemer Group reported no remaining iShares US Insurance ETF position as of Q1 2019 after selling out during the quarter.
Bessemer Group sold 250 iShares US Insurance ETF shares in Q1 2019, an estimated $14K.
Bessemer Group first reported a position in iShares US Insurance ETF in Q1 2017 and held it in 8 quarters.
Bessemer Group's iShares US Insurance ETF position peaked at $206K in Q1 2017.
40 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2019.

Based on Bessemer Group's 13F filing for Q1 2019, filed 13 May 2019.