Bessemer Group
IAK icon

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 $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return