UBS AM
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UBS AM’s iShares US Insurance ETF IAK Stock Holding History

UBS AM’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
Q4 		– Sell
-299
Closed -$21.5K – 2653
2019
Q3 		$21.5K Sell
299
-49
-14% -$3.48K ﹤0.01% 2774
2019
Q2 		$24.6K Hold
348
– – ﹤0.01% 2739
2019
Q1 		$22.1K Hold
348
– – ﹤0.01% 2672
2018
Q4 		$20.1K Sell
348
-18
-5% -$1.1K ﹤0.01% 2633
2018
Q3 		$24.3K Hold
366
– – ﹤0.01% 2624
2018
Q2 		$22.5K Hold
366
– – ﹤0.01% 2643
2018
Q1 		$23.6K Hold
366
– – ﹤0.01% 2535
2017
Q4 		$24.4K Hold
366
– – ﹤0.01% 2469
2017
Q3 		$23.3K Hold
366
– – ﹤0.01% 2431
2017
Q2 		$22.9K Buy
+366
New +$22.3K ﹤0.01% 2416

Other funds holding IAK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS AM's IAK Position: Q4 2019 in Review

UBS AM sold out of iShares US Insurance ETF (IAK) in Q4 2019, closing a stake of 299 shares — an estimated $21.5K sold.

UBS AM first reported a position in IAK in Q2 2017 and held it in 10 quarters. The position peaked at $24.6K in Q2 2019. 44 funds tracked by Wall St. Rank hold IAK as of Q4 2019.

  • UBS AM reported no remaining iShares US Insurance ETF position as of Q4 2019 after selling out during the quarter.
  • UBS AM sold 299 iShares US Insurance ETF shares in Q4 2019, an estimated $21.5K.
  • UBS AM first reported a position in iShares US Insurance ETF in Q2 2017 and held it in 10 quarters.
  • UBS AM's iShares US Insurance ETF position peaked at $24.6K in Q2 2019.
  • 44 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q4 2019.

Based on UBS AM's 13F filing for Q4 2019, filed 14 Feb 2020.