Credit Suisse’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Credit Suisse’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
2021 Q1	–	Sell	-16,290	Closed	-$1.3M	–	4417
2020 Q4	$1.3M	Hold	16,290	–	–	﹤0.01%	3139
2020 Q3	$1.01M	Hold	16,290	–	–	﹤0.01%	2926
2020 Q2	$975K	Sell	16,290 -1,100	-6%	-$64.4K	﹤0.01%	2925
2020 Q1	$890K	Sell	17,390 -59,600	-77%	-$3.85M	﹤0.01%	2745
2019 Q4	$5.27M	Buy	76,990 +63,283	+462%	+$4.17M	﹤0.01%	1846
2019 Q3	$881K	Sell	13,707 -46,591	-77%	-$3.01M	﹤0.01%	3089
2019 Q2	$3.81M	Buy	60,298 +52,697	+693%	+$3.29M	﹤0.01%	1963
2019 Q1	$447K	Sell	7,601 -43,292	-85%	-$2.6M	﹤0.01%	3399
2018 Q4	$2.85M	Sell	50,893 -46,882	-48%	-$2.81M	﹤0.01%	1986
2018 Q3	$6.08M	Buy	97,775 +46,333	+90%	+$3.01M	0.01%	1572
2018 Q2	$3.3M	Buy	51,442 +47,374	+1,165%	+$3.17M	﹤0.01%	2053
2018 Q1	$266K	Sell	4,068 -620	-13%	-$40.9K	﹤0.01%	3612
2017 Q4	$294K	Sell	4,688 -23,085	-83%	-$1.38M	﹤0.01%	3632
2017 Q3	$1.59M	Sell	27,773 -13,082	-32%	-$709K	﹤0.01%	2751
2017 Q2	$2.18M	Sell	40,855 -19,198	-32%	-$981K	﹤0.01%	2172
2017 Q1	$3.08M	Buy	60,053 +53,960	+886%	+$2.8M	﹤0.01%	2019
2016 Q4	$301K	Sell	6,093 -9,564	-61%	-$438K	﹤0.01%	3664
2016 Q3	$651K	Sell	15,657 -44,364	-74%	-$1.77M	﹤0.01%	3270
2016 Q2	$2.17M	Buy	60,021 +12,832	+27%	+$482K	﹤0.01%	2274
2016 Q1	$1.77M	Buy	47,189 +40,036	+560%	+$1.45M	﹤0.01%	2291
2015 Q4	$297K	Sell	7,153 -32,668	-82%	-$1.35M	﹤0.01%	3691
2015 Q3	$1.53M	Buy	+39,821	New	+$1.67M	﹤0.01%	2459
2015 Q2	–	Sell	-5,200	Closed	-$223K	–	4569
2015 Q1	$223K	Sell	5,200 -11,654	-69%	-$485K	﹤0.01%	4025
2014 Q4	$719K	Buy	+16,854	New	+$681K	﹤0.01%	3422
2014 Q3	–	Sell	-36,151	Closed	-$1.36M	–	4529
2014 Q2	$1.36M	Sell	36,151 -89,853	-71%	-$3.33M	﹤0.01%	3032
2014 Q1	$4.86M	Buy	126,004 +111,172	+750%	+$4.26M	﹤0.01%	1790
2013 Q4	$573K	Sell	14,832 -44,441	-75%	-$1.59M	﹤0.01%	3682
2013 Q3	$1.94M	Buy	+59,273	New	+$1.91M	﹤0.01%	2417

Other funds holding IAI

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Credit Suisse's IAI Position: Q1 2021 in Review

Credit Suisse sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2021, closing a stake of 16,290 shares — an estimated $1.3M sold.

Credit Suisse first reported a position in IAI in Q3 2013 and held it in 28 quarters. The position peaked at $6.08M in Q3 2018. 70 funds tracked by Wall St. Rank hold IAI as of Q1 2021.

Credit Suisse reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2021 after selling out during the quarter.
Credit Suisse sold 16,290 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2021, an estimated $1.3M.
Credit Suisse first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2013 and held it in 28 quarters.
Credit Suisse's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6.08M in Q3 2018.
70 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2021.

Based on Credit Suisse's 13F filing for Q1 2021, filed 14 May 2021.