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Capital Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Capital Investment Advisors’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,092
Closed -$207K – 401
2014
Q3 		$207K Buy
2,092
+1
+0% +$23 0.02% 350
2014
Q2 		$207K Sell
2,091
-8,956
-81% -$214K 0.02% 354
2014
Q1 		$268K Sell
11,047
-4,923
-31% -$122K 0.03% 316
2013
Q4 		$396K Buy
+15,970
New +$361K 0.05% 256

Other funds holding ITB

LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SG
Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return