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Hobart Private Capital’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Hobart Private Capital’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
Q4 		– Sell
-2,192
Closed -$237K – 147
2018
Q3 		$237K Buy
+2,192
New +$225K 0.18% 124

Other funds holding ITA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Hobart Private Capital's ITA Position: Q4 2018 in Review

Hobart Private Capital sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 2,192 shares — an estimated $237K sold.

Hobart Private Capital first reported a position in ITA in Q3 2018 and held it in 1 quarter. The position peaked at $237K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

  • Hobart Private Capital reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
  • Hobart Private Capital sold 2,192 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $237K.
  • Hobart Private Capital first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and held it in 1 quarter.
  • Hobart Private Capital's iShares US Aerospace & Defense ETF position peaked at $237K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Hobart Private Capital's 13F filing for Q4 2018, filed 11 Mar 2024.