KA
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Klingman & Associates’s iShares US Home Construction ETF ITB Stock Holding History

Klingman & Associates’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-200
Closed -$6K – 209
2016
Q3 		$6K Hold
200
– – ﹤0.01% 320
2016
Q2 		$6K Hold
200
– – ﹤0.01% 323
2016
Q1 		$5K Hold
200
– – ﹤0.01% 328
2015
Q4 		$5K Hold
200
– – ﹤0.01% 333
2015
Q3 		$5K Hold
200
– – ﹤0.01% 361
2015
Q2 		$5K Hold
200
– – ﹤0.01% 347
2015
Q1 		$6K Buy
+200
New +$5.33K ﹤0.01% 302

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return