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United Capital Financial Advisors’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

United Capital Financial Advisors’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
2017
Q1 		– Sell
-84,421
Closed -$4.18M – 1262
2016
Q4 		$4.18M Buy
+84,421
New +$3.87M 0.04% 401

Other funds holding IAI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

United Capital Financial Advisors's IAI Position: Q1 2017 in Review

United Capital Financial Advisors sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2017, closing a stake of 84,421 shares — an estimated $4.18M sold.

United Capital Financial Advisors first reported a position in IAI in Q4 2016 and held it in 1 quarter. The position peaked at $4.18M in Q4 2016. 53 funds tracked by Wall St. Rank hold IAI as of Q1 2017.

  • United Capital Financial Advisors reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2017 after selling out during the quarter.
  • United Capital Financial Advisors sold 84,421 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2017, an estimated $4.18M.
  • United Capital Financial Advisors first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $4.18M in Q4 2016.
  • 53 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2017.

Based on United Capital Financial Advisors's 13F filing for Q1 2017, filed 12 May 2017.