Fort Point Capital Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Fort Point Capital Partners’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
2017 Q3	–	Sell	-4,610	Closed	-$363K	–	143
2017 Q2	$363K	Hold	4,610	–	–	0.2%	66
2017 Q1	$343K	Sell	4,610 -598	-11%	-$44K	0.18%	71
2016 Q4	$368K	Buy	5,208 +4	+0.1%	+$273	0.2%	68
2016 Q3	$336K	Hold	5,204	–	–	0.15%	93
2016 Q2	$325K	Buy	5,204 +2	+0%	+$122	0.16%	86
2016 Q1	$304K	Buy	+5,202	New	+$291K	0.15%	80

Other funds holding ITA

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fort Point Capital Partners's ITA Position: Q3 2017 in Review

Fort Point Capital Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2017, closing a stake of 4,610 shares — an estimated $363K sold.

Fort Point Capital Partners first reported a position in ITA in Q1 2016 and held it in 6 quarters. The position peaked at $368K in Q4 2016. 249 funds tracked by Wall St. Rank hold ITA as of Q3 2017.

Fort Point Capital Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2017 after selling out during the quarter.
Fort Point Capital Partners sold 4,610 iShares US Aerospace & Defense ETF shares in Q3 2017, an estimated $363K.
Fort Point Capital Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2016 and held it in 6 quarters.
Fort Point Capital Partners's iShares US Aerospace & Defense ETF position peaked at $368K in Q4 2016.
249 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2017.

Based on Fort Point Capital Partners's 13F filing for Q3 2017, filed 14 Nov 2017.