Independent Portfolio Consultants’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Independent Portfolio Consultants’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$746K	Sell	14,006 -6,134	-30%	-$313K	0.31%	100
2017 Q1	$1.03M	Buy	+20,140	New	+$1.04M	0.36%	75
2015 Q4	–	Sell	-1,300	Closed	-$50K	–	782
2015 Q3	$50K	Hold	1,300	–	–	0.01%	578
2015 Q2	$57K	Hold	1,300	–	–	0.01%	607
2015 Q1	$56K	Buy	+1,300	New	+$54.1K	0.01%	598

Other funds holding IAI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

SCM

Sandler Capital Management New York $201M AUM 84.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Independent Portfolio Consultants's IAI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its iShares US Broker-Dealers & Securities Exchanges ETF (IAI) stake by 30% in Q2 2017, selling an estimated $313K and leaving 14,006 shares worth $746K. The position accounts for 0.31% of the portfolio, ranked #100.

Independent Portfolio Consultants first reported a position in IAI in Q1 2015 and has held it in 5 quarters since. The position peaked at $1.03M in Q1 2017. 49 funds tracked by Wall St. Rank hold IAI as of Q2 2017.

Independent Portfolio Consultants held 14,006 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $746K as of Q2 2017.
Independent Portfolio Consultants sold 6,134 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2017, an estimated $313K.
iShares US Broker-Dealers & Securities Exchanges ETF made up 0.31% of Independent Portfolio Consultants's portfolio in Q2 2017, its #100 holding.
Independent Portfolio Consultants first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2015 and has held it in 5 quarters since.
Independent Portfolio Consultants's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.03M in Q1 2017.
49 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.