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Milestone Advisory Partners’s iShares US Home Construction ETF ITB Stock Holding History

Milestone Advisory Partners’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
2018
Q1 		– Sell
-58,824
Closed -$2.57M – 54
2017
Q4 		$2.57M Buy
+58,824
New +$2.38M 1.93% 18

Other funds holding ITB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Milestone Advisory Partners's ITB Position: Q1 2018 in Review

Milestone Advisory Partners sold out of iShares US Home Construction ETF (ITB) in Q1 2018, closing a stake of 58,824 shares — an estimated $2.57M sold.

Milestone Advisory Partners first reported a position in ITB in Q4 2017 and held it in 1 quarter. The position peaked at $2.57M in Q4 2017. 175 funds tracked by Wall St. Rank hold ITB as of Q1 2018.

  • Milestone Advisory Partners reported no remaining iShares US Home Construction ETF position as of Q1 2018 after selling out during the quarter.
  • Milestone Advisory Partners sold 58,824 iShares US Home Construction ETF shares in Q1 2018, an estimated $2.57M.
  • Milestone Advisory Partners first reported a position in iShares US Home Construction ETF in Q4 2017 and held it in 1 quarter.
  • Milestone Advisory Partners's iShares US Home Construction ETF position peaked at $2.57M in Q4 2017.
  • 175 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2018.

Based on Milestone Advisory Partners's 13F filing for Q1 2018, filed 4 Aug 2020.