Pin Oak Investment Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Pin Oak Investment Advisors’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
2019 Q2	–	Sell	-311	Closed	-$18K	–	469
2019 Q1	$18K	Buy	311 +2	+0.6%	+$120	0.01%	264
2018 Q4	$17K	Buy	309 +3	+1%	+$180	0.02%	261
2018 Q3	$19K	Hold	306	–	–	0.01%	260
2018 Q2	$20K	Hold	306	–	–	0.01%	268
2018 Q1	$20K	Buy	306 +1	+0.3%	+$66	0.02%	270
2017 Q4	$19K	Buy	+305	New	+$18.2K	0.01%	281

Other funds holding IAI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pin Oak Investment Advisors's IAI Position: Q2 2019 in Review

Pin Oak Investment Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2019, closing a stake of 311 shares — an estimated $18K sold.

Pin Oak Investment Advisors first reported a position in IAI in Q4 2017 and held it in 6 quarters. The position peaked at $20K in Q2 2018. 62 funds tracked by Wall St. Rank hold IAI as of Q2 2019.

Pin Oak Investment Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2019 after selling out during the quarter.
Pin Oak Investment Advisors sold 311 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2019, an estimated $18K.
Pin Oak Investment Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2017 and held it in 6 quarters.
Pin Oak Investment Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $20K in Q2 2018.
62 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2019.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.