Edgemoor Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Edgemoor Investment Advisors’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6,550	Closed	-$231K	–	133
2018 Q3	$231K	Sell	6,550 -3,450	-35%	-$131K	0.03%	127
2018 Q2	$382K	Hold	10,000	–	–	0.05%	103
2018 Q1	$395K	Hold	10,000	–	–	0.05%	106
2017 Q4	$450K	Hold	10,000	–	–	0.06%	102
2017 Q3	$365K	Hold	10,000	–	–	0.05%	108
2017 Q2	$339K	Hold	10,000	–	–	0.05%	114
2017 Q1	$320K	Hold	10,000	–	–	0.05%	107
2016 Q4	$275K	Hold	10,000	–	–	0.04%	107
2016 Q3	$276K	Hold	10,000	–	–	0.04%	105
2016 Q2	$277K	Hold	10,000	–	–	0.04%	104
2016 Q1	$271K	Hold	10,000	–	–	0.04%	110
2015 Q4	$271K	Buy	+10,000	New	+$276K	0.04%	120

Other funds holding ITB

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

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

Bank of America

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Sandler Capital Management New York $147M AUM 77.14% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return