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Columbia Capital’s iShares US Insurance ETF IAK Stock Holding History

Columbia Capital’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
2014
Q4 		$609K Buy
+12,158
New +$588K 0.66% 67

Other funds holding IAK

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Columbia Capital's IAK Position: Q4 2014 in Review

Columbia Capital opened a new position in iShares US Insurance ETF (IAK) in Q4 2014: 12,158 shares worth $609K. The stake represents 0.66% of the portfolio and ranks #67 among its holdings.

36 funds tracked by Wall St. Rank hold IAK as of Q4 2014.

  • Columbia Capital held 12,158 shares of iShares US Insurance ETF worth $609K as of Q4 2014.
  • iShares US Insurance ETF was a new Columbia Capital position in Q4 2014.
  • iShares US Insurance ETF made up 0.66% of Columbia Capital's portfolio in Q4 2014, its #67 holding.
  • 36 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.