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CapWealth Advisors’s iShares US Insurance ETF IAK Stock Holding History

CapWealth 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
2013
Q3 		– Sell
-300
Closed -$12K – 449
2013
Q2 		$12K Buy
+300
New +$11.9K ﹤0.01% 277

Other funds holding IAK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CapWealth Advisors's IAK Position: Q3 2013 in Review

CapWealth Advisors sold out of iShares US Insurance ETF (IAK) in Q3 2013, closing a stake of 300 shares — an estimated $12K sold.

CapWealth Advisors first reported a position in IAK in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 27 funds tracked by Wall St. Rank hold IAK as of Q3 2013.

  • CapWealth Advisors reported no remaining iShares US Insurance ETF position as of Q3 2013 after selling out during the quarter.
  • CapWealth Advisors sold 300 iShares US Insurance ETF shares in Q3 2013, an estimated $12K.
  • CapWealth Advisors first reported a position in iShares US Insurance ETF in Q2 2013 and held it in 1 quarter.
  • CapWealth Advisors's iShares US Insurance ETF position peaked at $12K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2013.

Based on CapWealth Advisors's 13F filing for Q3 2013, filed 13 Nov 2013.