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

Murphy 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
2015 Q1	–	Sell	-31,160	Closed	-$1.56M	–	340
2014 Q4	$1.56M	Sell	31,160 -125	-0.4%	-$6.05K	0.24%	112
2014 Q3	$1.47M	Sell	31,285 -580	-2%	-$27.6K	0.23%	114
2014 Q2	$1.52M	Sell	31,865 -2,100	-6%	-$97.9K	0.24%	112
2014 Q1	$1.56M	Buy	33,965 +355	+1%	+$16.1K	0.26%	100
2013 Q4	$1.59M	Sell	33,610 -2,085	-6%	-$94.8K	0.28%	95
2013 Q3	$1.53M	Buy	35,695 +3,035	+9%	+$130K	0.29%	93
2013 Q2	$1.33M	Buy	+32,660	New	+$1.29M	0.27%	98

Other funds holding IAK

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Murphy Capital Management's IAK Position: Q1 2015 in Review

Murphy Capital Management sold out of iShares US Insurance ETF (IAK) in Q1 2015, closing a stake of 31,160 shares — an estimated $1.56M sold.

Murphy Capital Management first reported a position in IAK in Q2 2013 and held it in 7 quarters. The position peaked at $1.59M in Q4 2013. 32 funds tracked by Wall St. Rank hold IAK as of Q1 2015.

Murphy Capital Management reported no remaining iShares US Insurance ETF position as of Q1 2015 after selling out during the quarter.
Murphy Capital Management sold 31,160 iShares US Insurance ETF shares in Q1 2015, an estimated $1.56M.
Murphy Capital Management first reported a position in iShares US Insurance ETF in Q2 2013 and held it in 7 quarters.
Murphy Capital Management's iShares US Insurance ETF position peaked at $1.59M in Q4 2013.
32 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2015.

Based on Murphy Capital Management's 13F filing for Q1 2015, filed 14 Apr 2015.