Pittenger & Anderson Inc’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Pittenger & Anderson Inc’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
2021 Q1	–	Sell	-175	Closed	-$14K	–	403
2020 Q4	$14K	Hold	175	–	–	﹤0.01%	302
2020 Q3	$11K	Hold	175	–	–	﹤0.01%	300
2020 Q2	$10K	Hold	175	–	–	﹤0.01%	295
2020 Q1	$9K	Hold	175	–	–	﹤0.01%	292
2019 Q4	$12K	Hold	175	–	–	﹤0.01%	318
2019 Q3	$11K	Hold	175	–	–	﹤0.01%	317
2019 Q2	$11K	Hold	175	–	–	﹤0.01%	314
2019 Q1	$10K	Hold	175	–	–	﹤0.01%	331
2018 Q4	$10K	Hold	175	–	–	﹤0.01%	314
2018 Q3	$11K	Hold	175	–	–	﹤0.01%	322
2018 Q2	$11K	Sell	175 -100	-36%	-$6.68K	﹤0.01%	330
2018 Q1	$18K	Sell	275 -175	-39%	-$11.6K	﹤0.01%	307
2017 Q4	$28K	Hold	450	–	–	﹤0.01%	305
2017 Q3	$26K	Hold	450	–	–	﹤0.01%	299
2017 Q2	$24K	Hold	450	–	–	﹤0.01%	305
2017 Q1	$23K	Sell	450 -75	-14%	-$3.89K	﹤0.01%	290
2016 Q4	$26K	Buy	525 +100	+24%	+$4.58K	﹤0.01%	301
2016 Q3	$18K	Hold	425	–	–	﹤0.01%	311
2016 Q2	$15K	Hold	425	–	–	﹤0.01%	309
2016 Q1	$16K	Hold	425	–	–	﹤0.01%	337
2015 Q4	$18K	Sell	425 -200	-32%	-$8.27K	﹤0.01%	351
2015 Q3	$24K	Hold	625	–	–	﹤0.01%	348
2015 Q2	$27K	Sell	625 -1,000	-62%	-$43.6K	﹤0.01%	344
2015 Q1	$70K	Sell	1,625 -475	-23%	-$19.8K	0.01%	296
2014 Q4	$90K	Hold	2,100	–	–	0.01%	275
2014 Q3	$82K	Hold	2,100	–	–	0.01%	258
2014 Q2	$79K	Buy	+2,100	New	+$77.8K	0.01%	271

Other funds holding IAI

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Pittenger & Anderson Inc's IAI Position: Q1 2021 in Review

Pittenger & Anderson Inc sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2021, closing a stake of 175 shares — an estimated $14K sold.

Pittenger & Anderson Inc first reported a position in IAI in Q2 2014 and held it in 27 quarters. The position peaked at $90K in Q4 2014. 70 funds tracked by Wall St. Rank hold IAI as of Q1 2021.

Pittenger & Anderson Inc reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2021 after selling out during the quarter.
Pittenger & Anderson Inc sold 175 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2021, an estimated $14K.
Pittenger & Anderson Inc first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2014 and held it in 27 quarters.
Pittenger & Anderson Inc's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $90K in Q4 2014.
70 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2021.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2021, filed 12 May 2021.