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San Francisco Sentry Investment Group’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

San Francisco Sentry Investment Group’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
2020
Q2 		– Sell
-226
Closed -$12K – 757
2020
Q1 		$12K Buy
+226
New +$14.6K 0.01% 441

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

San Francisco Sentry Investment Group's IAI Position: Q2 2020 in Review

San Francisco Sentry Investment Group sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2020, closing a stake of 226 shares — an estimated $12K sold.

San Francisco Sentry Investment Group first reported a position in IAI in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 43 funds tracked by Wall St. Rank hold IAI as of Q2 2020.

  • San Francisco Sentry Investment Group reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 226 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2020, an estimated $12K.
  • San Francisco Sentry Investment Group first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2020 and held it in 1 quarter.
  • San Francisco Sentry Investment Group's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $12K in Q1 2020.
  • 43 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2020, filed 17 Jul 2020.