Fiduciary Financial Services of The Southwest’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fiduciary Financial Services of The Southwest’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
2018 Q4	–	Sell	-2,148	Closed	-$232K	–	146
2018 Q3	$232K	Hold	2,148	–	–	0.06%	142
2018 Q2	$207K	Hold	2,148	–	–	0.06%	145
2018 Q1	$213K	Buy	+2,148	New	+$213K	0.07%	146

Other funds holding ITA

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's ITA Position: Q4 2018 in Review

Fiduciary Financial Services of The Southwest sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 2,148 shares — an estimated $232K sold.

Fiduciary Financial Services of The Southwest first reported a position in ITA in Q1 2018 and held it in 3 quarters. The position peaked at $232K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

Fiduciary Financial Services of The Southwest reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Fiduciary Financial Services of The Southwest sold 2,148 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $232K.
Fiduciary Financial Services of The Southwest first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and held it in 3 quarters.
Fiduciary Financial Services of The Southwest's iShares US Aerospace & Defense ETF position peaked at $232K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2018, filed 30 Jan 2019.