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Edmond de Rothschild Holding’s iShares US Infrastructure ETF IFRA Stock Holding History

Edmond de Rothschild Holding’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-300
Closed -$8K – 607
2019
Q1 		$8K Buy
+300
New +$7.67K ﹤0.01% 586

Other funds holding IFRA

TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Edmond de Rothschild Holding's IFRA Position: Q2 2019 in Review

Edmond de Rothschild Holding sold out of iShares US Infrastructure ETF (IFRA) in Q2 2019, closing a stake of 300 shares — an estimated $8K sold.

Edmond de Rothschild Holding first reported a position in IFRA in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 10 funds tracked by Wall St. Rank hold IFRA as of Q2 2019.

  • Edmond de Rothschild Holding reported no remaining iShares US Infrastructure ETF position as of Q2 2019 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 300 iShares US Infrastructure ETF shares in Q2 2019, an estimated $8K.
  • Edmond de Rothschild Holding first reported a position in iShares US Infrastructure ETF in Q1 2019 and held it in 1 quarter.
  • Edmond de Rothschild Holding's iShares US Infrastructure ETF position peaked at $8K in Q1 2019.
  • 10 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2019.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2019, filed 14 Aug 2019.