Visionary Asset Management’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Visionary Asset 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 Q4	–	Sell	-5,255	Closed	-$328K	–	183
2018 Q3	$328K	Buy	5,255 +355	+7%	+$23.1K	0.11%	187
2018 Q2	$315K	Buy	+4,900	New	+$328K	0.11%	165

Other funds holding IAI

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Visionary Asset Management's IAI Position: Q4 2018 in Review

Visionary Asset Management sold out of iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q4 2018, closing a stake of 5,255 shares — an estimated $328K sold.

Visionary Asset Management first reported a position in IAI in Q2 2018 and held it in 2 quarters. The position peaked at $328K in Q3 2018. 64 funds tracked by Wall St. Rank hold IAI as of Q4 2018.

Visionary Asset Management reported no remaining iShares US Broker-Dealers & Securities Exchanges ETF position as of Q4 2018 after selling out during the quarter.
Visionary Asset Management sold 5,255 iShares US Broker-Dealers & Securities Exchanges ETF shares in Q4 2018, an estimated $328K.
Visionary Asset Management first reported a position in iShares US Broker-Dealers & Securities Exchanges ETF in Q2 2018 and held it in 2 quarters.
Visionary Asset Management's iShares US Broker-Dealers & Securities Exchanges ETF position peaked at $328K in Q3 2018.
64 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q4 2018.

Based on Visionary Asset Management's 13F filing for Q4 2018, filed 11 Jan 2019.