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Gryphon Financial Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Gryphon Financial 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
2018
Q2 		– Sell
-16
Closed -$2K – 987
2018
Q1 		$2K Sell
16
-44
-73% -$4.36K ﹤0.01% 851
2017
Q4 		$6K Buy
+60
New +$5.49K ﹤0.01% 701

Other funds holding ITA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Gryphon Financial Partners's ITA Position: Q2 2018 in Review

Gryphon Financial Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2018, closing a stake of 16 shares — an estimated $2K sold.

Gryphon Financial Partners first reported a position in ITA in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 326 funds tracked by Wall St. Rank hold ITA as of Q2 2018.

  • Gryphon Financial Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 16 iShares US Aerospace & Defense ETF shares in Q2 2018, an estimated $2K.
  • Gryphon Financial Partners first reported a position in iShares US Aerospace & Defense ETF in Q4 2017 and held it in 2 quarters.
  • Gryphon Financial Partners's iShares US Aerospace & Defense ETF position peaked at $6K in Q4 2017.
  • 326 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2018.

Based on Gryphon Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.