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Harfst & Associates’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Harfst & Associates’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
-324
Closed -$25K – 143
2017
Q2 		$25K Buy
+324
New +$25K 0.01% 164

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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Harfst & Associates's ITA Position: Q3 2017 in Review

Harfst & Associates sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2017, closing a stake of 324 shares — an estimated $25K sold.

Harfst & Associates first reported a position in ITA in Q2 2017 and held it in 1 quarter. The position peaked at $25K in Q2 2017. 249 funds tracked by Wall St. Rank hold ITA as of Q3 2017.

  • Harfst & Associates reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2017 after selling out during the quarter.
  • Harfst & Associates sold 324 iShares US Aerospace & Defense ETF shares in Q3 2017, an estimated $25K.
  • Harfst & Associates first reported a position in iShares US Aerospace & Defense ETF in Q2 2017 and held it in 1 quarter.
  • Harfst & Associates's iShares US Aerospace & Defense ETF position peaked at $25K in Q2 2017.
  • 249 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.