Whitney & Co’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Whitney & Co’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-6	Closed	-$1K	–	272
2018 Q3	$1K	Hold	6	–	–	﹤0.01%	506
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	310
2018 Q1	$1K	Buy	+6	New	+$595	﹤0.01%	300

Other funds holding ITA

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

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

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Whitney & Co's ITA Position: Q4 2018 in Review

Whitney & Co sold out of iShares US Aerospace & Defense ETF (ITA) in Q4 2018, closing a stake of 6 shares — an estimated $1K sold.

Whitney & Co first reported a position in ITA in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 369 funds tracked by Wall St. Rank hold ITA as of Q4 2018.

Whitney & Co reported no remaining iShares US Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 6 iShares US Aerospace & Defense ETF shares in Q4 2018, an estimated $1K.
Whitney & Co first reported a position in iShares US Aerospace & Defense ETF in Q1 2018 and held it in 3 quarters.
Whitney & Co's iShares US Aerospace & Defense ETF position peaked at $1K in Q3 2018.
369 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.