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First Allied Advisory Services’s iShares US Insurance ETF IAK Stock Holding History

First Allied Advisory Services’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-814
Closed -$58K – 1369
2019
Q3 		$58K Buy
+814
New +$57.8K ﹤0.01% 1330
2018
Q1 		– Sell
-700
Closed -$47K – 1293
2017
Q4 		$47K Buy
+700
New +$46.2K ﹤0.01% 1311
2016
Q1 		– Sell
-12,516
Closed -$639K – 1058
2015
Q4 		$639K Sell
12,516
-119
-0.9% -$6.14K 0.03% 493
2015
Q3 		$617K Sell
12,635
-5,280
-29% -$270K 0.03% 501
2015
Q2 		$904K Sell
17,915
-472
-3% -$23.7K 0.04% 422
2015
Q1 		$907K Sell
18,387
-275
-1% -$13.4K 0.06% 376
2014
Q4 		$934K Sell
18,662
-394
-2% -$19.1K 0.07% 342
2014
Q3 		$897K Buy
19,056
+3,647
+24% +$174K 0.07% 320
2014
Q2 		$736K Sell
15,409
-1,225
-7% -$57.1K 0.05% 414
2014
Q1 		$763K Buy
16,634
+4,335
+35% +$196K 0.06% 377
2013
Q4 		$585K Hold
12,299
– – 0.05% 443
2013
Q3 		$530K Buy
+12,299
New +$525K 0.03% 507

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.13B AUM 12.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return