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Pekin Hardy Strauss’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Pekin Hardy Strauss’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
2015
Q1 		– Sell
-7,117
Closed -$304K – 192
2014
Q4 		$304K Buy
+7,117
New +$287K 0.04% 190

Other funds holding IAI

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pekin Hardy Strauss's IAI Position: Q1 2015 in Review

Pekin Hardy Strauss sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2015, closing a stake of 7,117 shares — an estimated $304K sold.

Pekin Hardy Strauss first reported a position in IAI in Q4 2014 and held it in 1 quarter. The position peaked at $304K in Q4 2014. 53 funds tracked by Wall St. Rank hold IAI as of Q1 2015.

  • Pekin Hardy Strauss reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2015 after selling out during the quarter.
  • Pekin Hardy Strauss sold 7,117 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2015, an estimated $304K.
  • Pekin Hardy Strauss first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2014 and held it in 1 quarter.
  • Pekin Hardy Strauss's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $304K in Q4 2014.
  • 53 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2015.

Based on Pekin Hardy Strauss's 13F filing for Q1 2015, filed 11 May 2015.