GFPC
IAK icon

Global Financial Private Capital’s iShares US Insurance ETF IAK Stock Holding History

Global Financial Private Capital’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
Q1 		– Sell
-3,374
Closed -$225K – 536
2017
Q4 		$225K Buy
+3,374
New +$223K 0.01% 473

Other funds holding IAK

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 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 $672B AUM 33.48% 1-Year Est. Return

Global Financial Private Capital's IAK Position: Q1 2018 in Review

Global Financial Private Capital sold out of iShares US Insurance ETF (IAK) in Q1 2018, closing a stake of 3,374 shares — an estimated $225K sold.

Global Financial Private Capital first reported a position in IAK in Q4 2017 and held it in 1 quarter. The position peaked at $225K in Q4 2017. 45 funds tracked by Wall St. Rank hold IAK as of Q1 2018.

  • Global Financial Private Capital reported no remaining iShares US Insurance ETF position as of Q1 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 3,374 iShares US Insurance ETF shares in Q1 2018, an estimated $225K.
  • Global Financial Private Capital first reported a position in iShares US Insurance ETF in Q4 2017 and held it in 1 quarter.
  • Global Financial Private Capital's iShares US Insurance ETF position peaked at $225K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2018.

Based on Global Financial Private Capital's 13F filing for Q1 2018, filed 14 May 2018.