Crosspoint Capital Strategies’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Crosspoint Capital Strategies’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
2018 Q4	–	Sell	-242	Closed	-$15K	–	30
2018 Q3	$15K	Sell	242 -34	-12%	-$2.21K	0.02%	48
2018 Q2	$18K	Buy	+276	New	+$18.4K	0.03%	49
2015 Q1	–	Sell	-250	Closed	-$11K	–	612
2014 Q4	$11K	Hold	250	–	–	﹤0.01%	514
2014 Q3	$10K	Hold	250	–	–	0.01%	373
2014 Q2	$10K	Hold	250	–	–	﹤0.01%	401
2014 Q1	$10K	Hold	250	–	–	﹤0.01%	472
2013 Q4	$10K	Buy	+250	New	+$8.93K	﹤0.01%	430

Other funds holding IAI

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

MIG

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crosspoint Capital Strategies's IAI Position: Q4 2018 in Review

Crosspoint Capital Strategies sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 242 shares — an estimated $15K sold.

Crosspoint Capital Strategies first reported a position in IAI in Q4 2013 and held it in 7 quarters. The position peaked at $18K in Q2 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

Crosspoint Capital Strategies reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
Crosspoint Capital Strategies sold 242 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $15K.
Crosspoint Capital Strategies first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2013 and held it in 7 quarters.
Crosspoint Capital Strategies's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $18K in Q2 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

Based on Crosspoint Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.