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New England Securities’s iShares US Insurance ETF IAK Stock Holding History

New England Securities’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
2014
Q4 		$12K Sell
238
-340
-59% -$16.5K ﹤0.01% 1034
2014
Q3 		$27K Buy
578
+210
+57% +$9.99K 0.01% 812
2014
Q2 		$18K Hold
368
– – 0.01% 945
2014
Q1 		$17K Sell
368
-1,698
-82% -$76.9K 0.01% 911
2013
Q4 		$98K Buy
2,066
+771
+60% +$35K 0.04% 394
2013
Q3 		$56K Buy
1,295
+649
+100% +$27.7K 0.03% 469
2013
Q2 		$26K Buy
+646
New +$25.6K 0.02% 606

Other funds holding IAK

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return