MYCIO Wealth Partners’s iShares US Aerospace & Defense ETF ITA Stock Holding History

MYCIO Wealth Partners’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-40	Closed	-$4K	–	457
2019 Q2	$4K	Buy	+40	New	+$4.14K	﹤0.01%	395
2014 Q2	–	Sell	-60	Closed	-$3K	–	643
2014 Q1	$3K	Buy	+60	New	+$3.23K	﹤0.01%	565

Other funds holding ITA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

MYCIO Wealth Partners's ITA Position: Q3 2019 in Review

MYCIO Wealth Partners sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2019, closing a stake of 40 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in ITA in Q1 2014 and held it in 2 quarters. The position peaked at $4K in Q2 2019. 378 funds tracked by Wall St. Rank hold ITA as of Q3 2019.

MYCIO Wealth Partners reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 40 iShares US Aerospace & Defense ETF shares in Q3 2019, an estimated $4K.
MYCIO Wealth Partners first reported a position in iShares US Aerospace & Defense ETF in Q1 2014 and held it in 2 quarters.
MYCIO Wealth Partners's iShares US Aerospace & Defense ETF position peaked at $4K in Q2 2019.
378 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2019.

Based on MYCIO Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.