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Veritable’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Veritable’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
2014
Q1 		– Sell
-150
Closed -$6K – 949
2013
Q4 		$6K Buy
+150
New +$5.36K ﹤0.01% 966

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Veritable's IAI Position: Q1 2014 in Review

Veritable sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2014, closing a stake of 150 shares — an estimated $6K sold.

Veritable first reported a position in IAI in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 48 funds tracked by Wall St. Rank hold IAI as of Q1 2014.

  • Veritable reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q1 2014 after selling out during the quarter.
  • Veritable sold 150 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q1 2014, an estimated $6K.
  • Veritable first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q4 2013 and held it in 1 quarter.
  • Veritable's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6K in Q4 2013.
  • 48 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2014.

Based on Veritable's 13F filing for Q1 2014, filed 15 May 2014.