PO
ITB icon

Private Ocean’s iShares US Home Construction ETF ITB Stock Holding History

Private Ocean’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-395
Closed -$15K – 354
2018
Q2 		$15K Hold
395
– – 0.01% 249
2018
Q1 		$15K Buy
+395
New +$16.5K 0.01% 267

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Private Ocean's ITB Position: Q3 2018 in Review

Private Ocean sold out of iShares US Home Construction ETF (ITB) in Q3 2018, closing a stake of 395 shares — an estimated $15K sold.

Private Ocean first reported a position in ITB in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q2 2018. 150 funds tracked by Wall St. Rank hold ITB as of Q3 2018.

  • Private Ocean reported no remaining iShares US Home Construction ETF position as of Q3 2018 after selling out during the quarter.
  • Private Ocean sold 395 iShares US Home Construction ETF shares in Q3 2018, an estimated $15K.
  • Private Ocean first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 2 quarters.
  • Private Ocean's iShares US Home Construction ETF position peaked at $15K in Q2 2018.
  • 150 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2018.

Based on Private Ocean's 13F filing for Q3 2018, filed 9 Nov 2018.