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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 $1.15T AUM 47.82% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $503M AUM 0.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Klingman & Associates's ITB Position: Q4 2016 in Review

Klingman & Associates sold out of iShares US Home Construction ETF (ITB) in Q4 2016, closing a stake of 200 shares — an estimated $6K sold.

Klingman & Associates first reported a position in ITB in Q1 2015 and held it in 7 quarters. The position peaked at $6K in Q3 2016. 134 funds tracked by Wall St. Rank hold ITB as of Q4 2016.

  • Klingman & Associates reported no remaining iShares US Home Construction ETF position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 200 iShares US Home Construction ETF shares in Q4 2016, an estimated $6K.
  • Klingman & Associates first reported a position in iShares US Home Construction ETF in Q1 2015 and held it in 7 quarters.
  • Klingman & Associates's iShares US Home Construction ETF position peaked at $6K in Q3 2016.
  • 134 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.