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Central Trust Company’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Central Trust Company’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-900
Closed -$48K – 1292
2017
Q2 		$48K Buy
+900
New +$46K ﹤0.01% 694

Other funds holding IAI

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
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Central Trust Company's IAI Position: Q3 2017 in Review

Central Trust Company sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2017, closing a stake of 900 shares — an estimated $48K sold.

Central Trust Company first reported a position in IAI in Q2 2017 and held it in 1 quarter. The position peaked at $48K in Q2 2017. 48 funds tracked by Wall St. Rank hold IAI as of Q3 2017.

  • Central Trust Company reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2017 after selling out during the quarter.
  • Central Trust Company sold 900 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2017, an estimated $48K.
  • Central Trust Company first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2017 and held it in 1 quarter.
  • Central Trust Company's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $48K in Q2 2017.
  • 48 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2017.

Based on Central Trust Company's 13F filing for Q3 2017, filed 17 Oct 2017.