LF
ITB icon

Lee Financial’s iShares US Home Construction ETF ITB Stock Holding History

Lee Financial’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
2017
Q3 		– Sell
-35
Closed -$1K – 502
2017
Q2 		$1K Hold
35
– – ﹤0.01% 481
2017
Q1 		$1K Hold
35
– – ﹤0.01% 390
2016
Q4 		$1K Buy
+35
New +$951 ﹤0.01% 406

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QIM
Quantitative Investment Management Charlottesville, Virginia $917M AUM 3.96% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Lee Financial's ITB Position: Q3 2017 in Review

Lee Financial sold out of iShares US Home Construction ETF (ITB) in Q3 2017, closing a stake of 35 shares — an estimated $1K sold.

Lee Financial first reported a position in ITB in Q4 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2017. 150 funds tracked by Wall St. Rank hold ITB as of Q3 2017.

  • Lee Financial reported no remaining iShares US Home Construction ETF position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 35 iShares US Home Construction ETF shares in Q3 2017, an estimated $1K.
  • Lee Financial first reported a position in iShares US Home Construction ETF in Q4 2016 and held it in 3 quarters.
  • Lee Financial's iShares US Home Construction ETF position peaked at $1K in Q2 2017.
  • 150 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.