Financial Management Professionals’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Financial Management Professionals’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	-22	Closed	-$1K	–	293
2018 Q3	$1K	Sell	22 -54,349	-100%	-$3.53M	﹤0.01%	268
2018 Q2	$3.49M	Buy	+54,371	New	+$3.63M	1.42%	18
2014 Q2	–	Sell	-50,373	Closed	-$1.94M	–	253
2014 Q1	$1.94M	Buy	50,373 +5,472	+12%	+$210K	1.34%	19
2013 Q4	$1.74M	Buy	+44,901	New	+$1.6M	1.17%	19

Other funds holding IAI

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

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Management Professionals's IAI Position: Q4 2018 in Review

Financial Management Professionals sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 22 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in IAI in Q4 2013 and held it in 4 quarters. The position peaked at $3.49M in Q2 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

Financial Management Professionals reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
Financial Management Professionals sold 22 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $1K.
Financial Management Professionals first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2013 and held it in 4 quarters.
Financial Management Professionals's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $3.49M in Q2 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

Based on Financial Management Professionals's 13F filing for Q4 2018, filed 22 Jan 2019.