WFG Advisors’s iShares US Insurance ETF IAK Stock Holding History

WFG Advisors’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-1,200	Closed	-$61K	–	1593
2015 Q4	$61K	Hold	1,200	–	–	0.02%	612
2015 Q3	$58K	Hold	1,200	–	–	0.02%	599
2015 Q2	$61K	Buy	+1,200	New	+$60.3K	0.02%	669

Other funds holding IAK

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CPC

Cookson Peirce & Co Pittsburgh, Pennsylvania $3.04B AUM 94.11% 1-Year Est. Return

WFG Advisors's IAK Position: Q1 2016 in Review

WFG Advisors sold out of iShares US Insurance ETF (IAK) in Q1 2016, closing a stake of 1,200 shares — an estimated $61K sold.

WFG Advisors first reported a position in IAK in Q2 2015 and held it in 3 quarters. The position peaked at $61K in Q4 2015. 32 funds tracked by Wall St. Rank hold IAK as of Q1 2016.

WFG Advisors reported no remaining iShares US Insurance ETF position as of Q1 2016 after selling out during the quarter.
WFG Advisors sold 1,200 iShares US Insurance ETF shares in Q1 2016, an estimated $61K.
WFG Advisors first reported a position in iShares US Insurance ETF in Q2 2015 and held it in 3 quarters.
WFG Advisors's iShares US Insurance ETF position peaked at $61K in Q4 2015.
32 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q1 2016.

Based on WFG Advisors's 13F filing for Q1 2016, filed 10 May 2016.