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Janney Capital Management’s iShares US Insurance ETF IAK Stock Holding History

Janney Capital Management’s Portfolio IAK Stock Details IAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-60,735
Closed -$2.79M – 206
2014
Q1 		$2.79M Sell
60,735
-167
-0.3% -$7.56K 0.19% 109
2013
Q4 		$2.88M Buy
60,902
+293
+0.5% +$13.3K 0.21% 103
2013
Q3 		$2.6M Sell
60,609
-2,599
-4% -$111K 0.21% 104
2013
Q2 		$2.58M Buy
+63,208
New +$2.5M 0.25% 104

Other funds holding IAK

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EM
EnTrustPermal Management New York $240M AUM 25.21% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Janney Capital Management's IAK Position: Q2 2014 in Review

Janney Capital Management sold out of iShares US Insurance ETF (IAK) in Q2 2014, closing a stake of 60,735 shares — an estimated $2.79M sold.

Janney Capital Management first reported a position in IAK in Q2 2013 and held it in 4 quarters. The position peaked at $2.88M in Q4 2013. 34 funds tracked by Wall St. Rank hold IAK as of Q2 2014.

  • Janney Capital Management reported no remaining iShares US Insurance ETF position as of Q2 2014 after selling out during the quarter.
  • Janney Capital Management sold 60,735 iShares US Insurance ETF shares in Q2 2014, an estimated $2.79M.
  • Janney Capital Management first reported a position in iShares US Insurance ETF in Q2 2013 and held it in 4 quarters.
  • Janney Capital Management's iShares US Insurance ETF position peaked at $2.88M in Q4 2013.
  • 34 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q2 2014.

Based on Janney Capital Management's 13F filing for Q2 2014, filed 18 Jul 2014.