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Clear Perspective Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Clear Perspective Advisors’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
2018
Q3 		– Sell
-490
Closed -$47K – 276
2018
Q2 		$47K Buy
+490
New +$48.5K 0.03% 258

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clear Perspective Advisors's ITA Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2018, closing a stake of 490 shares — an estimated $47K sold.

Clear Perspective Advisors first reported a position in ITA in Q2 2018 and held it in 1 quarter. The position peaked at $47K in Q2 2018. 349 funds tracked by Wall St. Rank hold ITA as of Q3 2018.

  • Clear Perspective Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 490 iShares US Aerospace & Defense ETF shares in Q3 2018, an estimated $47K.
  • Clear Perspective Advisors first reported a position in iShares US Aerospace & Defense ETF in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's iShares US Aerospace & Defense ETF position peaked at $47K in Q2 2018.
  • 349 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.