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Jackson Grant Investment Advisers’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Jackson Grant Investment Advisers’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
2016
Q1 		– Sell
-618
Closed -$36K – 177
2015
Q4 		$36K Buy
+618
New +$36.2K 0.03% 118

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HF
Hoxton Financial Shepherdstown, West Virginia $194M AUM 6.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jackson Grant Investment Advisers's ITA Position: Q1 2016 in Review

Jackson Grant Investment Advisers sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2016, closing a stake of 618 shares — an estimated $36K sold.

Jackson Grant Investment Advisers first reported a position in ITA in Q4 2015 and held it in 1 quarter. The position peaked at $36K in Q4 2015. 89 funds tracked by Wall St. Rank hold ITA as of Q1 2016.

  • Jackson Grant Investment Advisers reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 618 iShares US Aerospace & Defense ETF shares in Q1 2016, an estimated $36K.
  • Jackson Grant Investment Advisers first reported a position in iShares US Aerospace & Defense ETF in Q4 2015 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's iShares US Aerospace & Defense ETF position peaked at $36K in Q4 2015.
  • 89 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2016, filed 4 Aug 2016.