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Sheaff Brock Investment Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,710
Closed -$202K – 629
2017
Q1 		$202K Buy
+2,710
New +$199K 0.03% 509

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sheaff Brock Investment Advisors's ITA Position: Q2 2017 in Review

Sheaff Brock Investment Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2017, closing a stake of 2,710 shares — an estimated $202K sold.

Sheaff Brock Investment Advisors first reported a position in ITA in Q1 2017 and held it in 1 quarter. The position peaked at $202K in Q1 2017. 200 funds tracked by Wall St. Rank hold ITA as of Q2 2017.

  • Sheaff Brock Investment Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,710 iShares US Aerospace & Defense ETF shares in Q2 2017, an estimated $202K.
  • Sheaff Brock Investment Advisors first reported a position in iShares US Aerospace & Defense ETF in Q1 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's iShares US Aerospace & Defense ETF position peaked at $202K in Q1 2017.
  • 200 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2017, filed 9 Aug 2017.