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Contravisory Investment Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Contravisory Investment 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
2018
Q4 		– Sell
-90
Closed -$10K – 318
2018
Q3 		$10K Sell
90
-90
-50% -$9.26K ﹤0.01% 236
2018
Q2 		$17K Sell
180
-10
-5% -$991 0.01% 248
2018
Q1 		$19K Buy
190
+82
+76% +$8.13K 0.01% 234
2017
Q4 		$10K Sell
108
-16
-13% -$1.46K ﹤0.01% 270
2017
Q3 		$11K Buy
+124
New +$10.4K ﹤0.01% 273
2014
Q3 		– Sell
-420
Closed -$23K – 156
2014
Q2 		$23K Buy
420
+136
+48% +$7.43K ﹤0.01% 103
2014
Q1 		$16K Buy
+284
New +$15.3K ﹤0.01% 114

Other funds holding ITA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return