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Pacific Financial Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Pacific Financial Group’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-169,769
Closed -$6.55M – 54
2014
Q1 		$6.55M Buy
+169,769
New +$6.5M 2.73% 9

Other funds holding IAI

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

Pacific Financial Group's IAI Position: Q2 2014 in Review

Pacific Financial Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2014, closing a stake of 169,769 shares — an estimated $6.55M sold.

Pacific Financial Group first reported a position in IAI in Q1 2014 and held it in 1 quarter. The position peaked at $6.55M in Q1 2014. 49 funds tracked by Wall St. Rank hold IAI as of Q2 2014.

  • Pacific Financial Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2014 after selling out during the quarter.
  • Pacific Financial Group sold 169,769 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2014, an estimated $6.55M.
  • Pacific Financial Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and held it in 1 quarter.
  • Pacific Financial Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6.55M in Q1 2014.
  • 49 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2014.

Based on Pacific Financial Group's 13F filing for Q2 2014, filed 28 Jul 2014.