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Crow Point Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Crow Point Partners’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
2017
Q4 		– Sell
-5,748
Closed -$514K – 272
2017
Q3 		$514K Buy
+5,748
New +$482K 0.08% 88

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Crow Point Partners's ITA Position: Q4 2017 in Review

Crow Point Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2017, closing a stake of 5,748 shares — an estimated $514K sold.

Crow Point Partners first reported a position in ITA in Q3 2017 and held it in 1 quarter. The position peaked at $514K in Q3 2017. 305 funds tracked by Wall St. Rank hold ITA as of Q4 2017.

  • Crow Point Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2017 after selling out during the quarter.
  • Crow Point Partners sold 5,748 iShares US Aerospace & Defense ETF shares in Q4 2017, an estimated $514K.
  • Crow Point Partners first reported a position in iShares US Aerospace & Defense ETF in Q3 2017 and held it in 1 quarter.
  • Crow Point Partners's iShares US Aerospace & Defense ETF position peaked at $514K in Q3 2017.
  • 305 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2017.

Based on Crow Point Partners's 13F filing for Q4 2017, filed 10 Jan 2018.