FIG
ITB icon

Fusion Investment Group’s iShares US Home Construction ETF ITB Stock Holding History

Fusion Investment Group’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-55
Closed -$1K – 220
2014
Q2 		$1K Sell
55
-7,412
-99% -$177K ﹤0.01% 219
2014
Q1 		$181K Sell
7,467
-165
-2% -$4.08K 0.18% 76
2013
Q4 		$189K Buy
+7,632
New +$173K 0.14% 123

Other funds holding ITB

MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
SG
Swarthmore Group Philadelphia, Pennsylvania $249M AUM 6.76% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
FIG
Fortress Investment Group New York $531M AUM 12.95% 1-Year Est. Return

Fusion Investment Group's ITB Position: Q3 2014 in Review

Fusion Investment Group sold out of iShares US Home Construction ETF (ITB) in Q3 2014, closing a stake of 55 shares — an estimated $1K sold.

Fusion Investment Group first reported a position in ITB in Q4 2013 and held it in 3 quarters. The position peaked at $189K in Q4 2013. 104 funds tracked by Wall St. Rank hold ITB as of Q3 2014.

  • Fusion Investment Group reported no remaining iShares US Home Construction ETF position as of Q3 2014 after selling out during the quarter.
  • Fusion Investment Group sold 55 iShares US Home Construction ETF shares in Q3 2014, an estimated $1K.
  • Fusion Investment Group first reported a position in iShares US Home Construction ETF in Q4 2013 and held it in 3 quarters.
  • Fusion Investment Group's iShares US Home Construction ETF position peaked at $189K in Q4 2013.
  • 104 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2014.

Based on Fusion Investment Group's 13F filing for Q3 2014, filed 12 Nov 2014.