First Heartland Consultants’s iShares US Insurance ETF IAK Stock Holding History

First Heartland Consultants’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
2018 Q3	–	Sell	-5,844	Closed	-$359K	–	252
2018 Q2	$359K	Sell	5,844 -89	-2%	-$5.7K	0.13%	168
2018 Q1	$383K	Sell	5,933 -2,942	-33%	-$195K	0.11%	184
2017 Q4	$591K	Sell	8,875 -370	-4%	-$24.4K	0.18%	130
2017 Q3	$589K	Buy	9,245 +527	+6%	+$33.3K	0.14%	189
2017 Q2	$546K	Sell	8,718 -1,095	-11%	-$66.8K	0.14%	188
2017 Q1	$595K	Sell	9,813 -2,169	-18%	-$131K	0.17%	171
2016 Q4	$711K	Buy	+11,982	New	+$674K	0.22%	129

Other funds holding IAK

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

First Heartland Consultants's IAK Position: Q3 2018 in Review

First Heartland Consultants sold out of iShares US Insurance ETF (IAK) in Q3 2018, closing a stake of 5,844 shares — an estimated $359K sold.

First Heartland Consultants first reported a position in IAK in Q4 2016 and held it in 7 quarters. The position peaked at $711K in Q4 2016. 40 funds tracked by Wall St. Rank hold IAK as of Q3 2018.

First Heartland Consultants reported no remaining iShares US Insurance ETF position as of Q3 2018 after selling out during the quarter.
First Heartland Consultants sold 5,844 iShares US Insurance ETF shares in Q3 2018, an estimated $359K.
First Heartland Consultants first reported a position in iShares US Insurance ETF in Q4 2016 and held it in 7 quarters.
First Heartland Consultants's iShares US Insurance ETF position peaked at $711K in Q4 2016.
40 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2018.

Based on First Heartland Consultants's 13F filing for Q3 2018, filed 16 Nov 2018.