Veritable’s iShares US Home Construction ETF ITB Stock Holding History

Veritable’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
2014 Q1	–	Sell	-4,800	Closed	-$119K	–	960
2013 Q4	$119K	Buy	+4,800	New	+$109K	﹤0.01%	892

Other funds holding ITB

MAM

Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

SCM

Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Veritable's ITB Position: Q1 2014 in Review

Veritable sold out of iShares US Home Construction ETF (ITB) in Q1 2014, closing a stake of 4,800 shares — an estimated $119K sold.

Veritable first reported a position in ITB in Q4 2013 and held it in 1 quarter. The position peaked at $119K in Q4 2013. 126 funds tracked by Wall St. Rank hold ITB as of Q1 2014.

Veritable reported no remaining iShares US Home Construction ETF position as of Q1 2014 after selling out during the quarter.
Veritable sold 4,800 iShares US Home Construction ETF shares in Q1 2014, an estimated $119K.
Veritable first reported a position in iShares US Home Construction ETF in Q4 2013 and held it in 1 quarter.
Veritable's iShares US Home Construction ETF position peaked at $119K in Q4 2013.
126 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2014.

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