SignatureFD’s iShares US Insurance ETF IAK Stock Holding History

SignatureFD’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-107	Closed	-$7K	–	2092
2019 Q1	$7K	Buy	+107	New	+$6.7K	﹤0.01%	1510
2016 Q1	–	Sell	-1,200	Closed	-$61K	–	1405
2015 Q4	$61K	Hold	1,200	–	–	0.01%	335
2015 Q3	$58K	Hold	1,200	–	–	0.01%	319
2015 Q2	$61K	Hold	1,200	–	–	0.01%	305
2015 Q1	$59K	Hold	1,200	–	–	0.01%	294
2014 Q4	$60K	Buy	+1,200	New	+$58.1K	0.01%	275

Other funds holding IAK

Bank of America

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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

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

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada

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