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Bruderman Asset Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bruderman Asset Management’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
-104
Closed -$10K – 330
2019
Q1 		$10K Hold
104
– – ﹤0.01% 443
2018
Q4 		$9K Buy
+104
New +$10K ﹤0.01% 440

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

Bruderman Asset Management's ITA Position: Q2 2019 in Review

Bruderman Asset Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 104 shares — an estimated $10K sold.

Bruderman Asset Management first reported a position in ITA in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

  • Bruderman Asset Management reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 104 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $10K.
  • Bruderman Asset Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's iShares US Aerospace & Defense ETF position peaked at $10K in Q1 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.