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Delek Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Delek Group’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
-5,025
Closed -$312K – 225
2018
Q3 		$312K Hold
5,025
– – 0.01% 217
2018
Q2 		$323K Buy
+5,025
New +$336K 0.01% 230

Other funds holding IAI

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delek Group's IAI Position: Q4 2018 in Review

Delek Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 5,025 shares — an estimated $312K sold.

Delek Group first reported a position in IAI in Q2 2018 and held it in 2 quarters. The position peaked at $323K in Q2 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

  • Delek Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
  • Delek Group sold 5,025 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $312K.
  • Delek Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and held it in 2 quarters.
  • Delek Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $323K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

Based on Delek Group's 13F filing for Q4 2018, filed 14 Feb 2019.