VCM
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Virtue Capital Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Virtue Capital Management’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
2018
Q2 		– Sell
-83
Closed -$6K – 310
2018
Q1 		$6K Buy
+83
New +$5.48K ﹤0.01% 421

Other funds holding IAI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Virtue Capital Management's IAI Position: Q2 2018 in Review

Virtue Capital Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q2 2018, closing a stake of 83 shares — an estimated $6K sold.

Virtue Capital Management first reported a position in IAI in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 74 funds tracked by Wall St. Rank hold IAI as of Q2 2018.

  • Virtue Capital Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q2 2018 after selling out during the quarter.
  • Virtue Capital Management sold 83 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q2 2018, an estimated $6K.
  • Virtue Capital Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q1 2018 and held it in 1 quarter.
  • Virtue Capital Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $6K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q2 2018.

Based on Virtue Capital Management's 13F filing for Q2 2018, filed 14 Aug 2018.