Sandler Capital Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Sandler Capital Management’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
2018 Q1	–	Sell	-76,276	Closed	-$4.79M	–	136
2017 Q4	$4.79M	Sell	76,276 -490	-0.6%	-$29.2K	0.67%	53
2017 Q3	$4.39M	Buy	76,766 +9,630	+14%	+$522K	0.55%	66
2017 Q2	$3.58M	Buy	67,136 +190	+0.3%	+$9.71K	0.39%	90
2017 Q1	$3.43M	Sell	66,946 -2,654	-4%	-$138K	0.24%	132
2016 Q4	$3.44M	Buy	+69,600	New	+$3.19M	0.31%	109
2014 Q2	–	Sell	-28,000	Closed	-$1.08M	–	211
2014 Q1	$1.08M	Buy	+28,000	New	+$1.07M	0.04%	163

Other funds holding IAI

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

BAAM

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

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

BCM

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NCM

Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return

CCMG

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

Sandler Capital Management's IAI Position: Q1 2018 in Review

Sandler Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2018, closing a stake of 76,276 shares — an estimated $4.79M sold.

Sandler Capital Management first reported a position in IAI in Q1 2014 and held it in 6 quarters. The position peaked at $4.79M in Q4 2017. 69 funds tracked by Wall St. Rank hold IAI as of Q1 2018.

Sandler Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2018 after selling out during the quarter.
Sandler Capital Management sold 76,276 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2018, an estimated $4.79M.
Sandler Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2014 and held it in 6 quarters.
Sandler Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $4.79M in Q4 2017.
69 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2018.

Based on Sandler Capital Management's 13F filing for Q1 2018, filed 15 May 2018.