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USA Financial Formulas’s iShares US Home Construction ETF ITB Stock Holding History

USA Financial Formulas’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-23,998
Closed -$877K – 303
2017
Q3 		$877K Buy
+23,998
New +$825K 0.21% 96

Other funds holding ITB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

USA Financial Formulas's ITB Position: Q4 2017 in Review

USA Financial Formulas sold out of iShares US Home Construction ETF (ITB) in Q4 2017, closing a stake of 23,998 shares — an estimated $877K sold.

USA Financial Formulas first reported a position in ITB in Q3 2017 and held it in 1 quarter. The position peaked at $877K in Q3 2017. 193 funds tracked by Wall St. Rank hold ITB as of Q4 2017.

  • USA Financial Formulas reported no remaining iShares US Home Construction ETF position as of Q4 2017 after selling out during the quarter.
  • USA Financial Formulas sold 23,998 iShares US Home Construction ETF shares in Q4 2017, an estimated $877K.
  • USA Financial Formulas first reported a position in iShares US Home Construction ETF in Q3 2017 and held it in 1 quarter.
  • USA Financial Formulas's iShares US Home Construction ETF position peaked at $877K in Q3 2017.
  • 193 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2017.

Based on USA Financial Formulas's 13F filing for Q4 2017, filed 13 Feb 2018.