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

Chevy Chase Trust’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
2019
Q1 		– Sell
-11,171
Closed -$626K – 673
2018
Q4 		$626K Buy
+11,171
New +$669K ﹤0.01% 595

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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Chevy Chase Trust's IAI Position: Q1 2019 in Review

Chevy Chase Trust sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2019, closing a stake of 11,171 shares — an estimated $626K sold.

Chevy Chase Trust first reported a position in IAI in Q4 2018 and held it in 1 quarter. The position peaked at $626K in Q4 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q1 2019.

  • Chevy Chase Trust reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2019 after selling out during the quarter.
  • Chevy Chase Trust sold 11,171 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2019, an estimated $626K.
  • Chevy Chase Trust first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2018 and held it in 1 quarter.
  • Chevy Chase Trust's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $626K in Q4 2018.
  • 64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2019.

Based on Chevy Chase Trust's 13F filing for Q1 2019, filed 13 May 2019.