Clear Harbor Asset Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clear Harbor Asset Management’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-190	Closed	-$15K	–	517
2020 Q3	$15K	Buy	+190	New	+$15.6K	﹤0.01%	538
2020 Q1	–	Sell	-110	Closed	-$12.2K	–	470
2019 Q4	$12.2K	Buy	+110	New	+$12.4K	﹤0.01%	592

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Clear Harbor Asset Management's ITA Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2020, closing a stake of 190 shares — an estimated $15K sold.

Clear Harbor Asset Management first reported a position in ITA in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 350 funds tracked by Wall St. Rank hold ITA as of Q4 2020.

Clear Harbor Asset Management reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
Clear Harbor Asset Management sold 190 iShares US Aerospace & Defense ETF shares in Q4 2020, an estimated $15K.
Clear Harbor Asset Management first reported a position in iShares US Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
Clear Harbor Asset Management's iShares US Aerospace & Defense ETF position peaked at $15K in Q3 2020.
350 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.