Psagot Value Holdings’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Psagot Value Holdings’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
2017 Q2	–	Sell	-19,087	Closed	-$978K	–	329
2017 Q1	$978K	Hold	19,087	–	–	0.04%	145
2016 Q4	$944K	Hold	19,087	–	–	0.04%	146
2016 Q3	$794K	Sell	19,087 -4,020	-17%	-$161K	0.03%	154
2016 Q2	$834K	Sell	23,107 -2,850	-11%	-$107K	0.04%	147
2016 Q1	$972K	Hold	25,957	–	–	0.04%	166
2015 Q4	$1.08M	Hold	25,957	–	–	0.04%	158
2015 Q3	$1M	Buy	25,957 +9,987	+63%	+$420K	0.04%	165
2015 Q2	$700K	Buy	+15,970	New	+$697K	0.02%	182

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

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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

Psagot Value Holdings's IAI Position: Q2 2017 in Review

Psagot Value Holdings sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2017, closing a stake of 19,087 shares — an estimated $978K sold.

Psagot Value Holdings first reported a position in IAI in Q2 2015 and held it in 8 quarters. The position peaked at $1.08M in Q4 2015. 49 funds tracked by Wall St. Rank hold IAI as of Q2 2017.

Psagot Value Holdings reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2017 after selling out during the quarter.
Psagot Value Holdings sold 19,087 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2017, an estimated $978K.
Psagot Value Holdings first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2015 and held it in 8 quarters.
Psagot Value Holdings's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $1.08M in Q4 2015.
49 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2017.

Based on Psagot Value Holdings's 13F filing for Q2 2017, filed 15 Aug 2017.