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Osborn Williams & Donohoe’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-96
Closed -$10K – 486
2019
Q1 		$10K Buy
+96
New +$9.38K ﹤0.01% 628

Other funds holding ITA

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osborn Williams & Donohoe's ITA Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2019, closing a stake of 96 shares — an estimated $10K sold.

Osborn Williams & Donohoe first reported a position in ITA in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 377 funds tracked by Wall St. Rank hold ITA as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 96 iShares US Aerospace & Defense ETF shares in Q2 2019, an estimated $10K.
  • Osborn Williams & Donohoe first reported a position in iShares US Aerospace & Defense ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares US Aerospace & Defense ETF position peaked at $10K in Q1 2019.
  • 377 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.