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Capital Planning Advisors’s iShares US Insurance ETF IAK Stock Holding History

Capital Planning Advisors’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
2017
Q3 		– Sell
-3,988
Closed -$250K – 128
2017
Q2 		$250K Sell
3,988
-710
-15% -$43.3K 0.11% 113
2017
Q1 		$285K Buy
+4,698
New +$284K 0.14% 97

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Capital Planning Advisors's IAK Position: Q3 2017 in Review

Capital Planning Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2017, closing a stake of 3,988 shares — an estimated $250K sold.

Capital Planning Advisors first reported a position in IAK in Q1 2017 and held it in 2 quarters. The position peaked at $285K in Q1 2017. 48 funds tracked by Wall St. Rank hold IAK as of Q3 2017.

  • Capital Planning Advisors reported no remaining iShares US Insurance ETF position as of Q3 2017 after selling out during the quarter.
  • Capital Planning Advisors sold 3,988 iShares US Insurance ETF shares in Q3 2017, an estimated $250K.
  • Capital Planning Advisors first reported a position in iShares US Insurance ETF in Q1 2017 and held it in 2 quarters.
  • Capital Planning Advisors's iShares US Insurance ETF position peaked at $285K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2017.

Based on Capital Planning Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.