SEI Investments’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

SEI Investments’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 Q3	–	Sell	-200	Closed	-$13K	–	2905
2018 Q2	$13K	Hold	200	–	–	﹤0.01%	2922
2018 Q1	$13K	Hold	200	–	–	﹤0.01%	2790
2017 Q4	$13K	Hold	200	–	–	﹤0.01%	2719
2017 Q3	$11K	Buy	+200	New	+$10.8K	﹤0.01%	2662

Other funds holding IAI

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SEI Investments's IAI Position: Q3 2018 in Review

SEI Investments sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q3 2018, closing a stake of 200 shares — an estimated $13K sold.

SEI Investments first reported a position in IAI in Q3 2017 and held it in 4 quarters. The position peaked at $13K in Q2 2018. 69 funds tracked by Wall St. Rank hold IAI as of Q3 2018.

SEI Investments reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q3 2018 after selling out during the quarter.
SEI Investments sold 200 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q3 2018, an estimated $13K.
SEI Investments first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q3 2017 and held it in 4 quarters.
SEI Investments's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $13K in Q2 2018.
69 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.