WAS
ITB icon

Winch Advisory Services’s iShares US Home Construction ETF ITB Stock Holding History

Winch Advisory Services’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
2016
Q1 		– Sell
-161
Closed -$4K – 262
2015
Q4 		$4K Buy
+161
New +$4.44K ﹤0.01% 183

Other funds holding ITB

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $759M AUM 84.08% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Marketfield Asset Management New York $127M AUM 30.51% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Winch Advisory Services's ITB Position: Q1 2016 in Review

Winch Advisory Services sold out of iShares US Home Construction ETF (ITB) in Q1 2016, closing a stake of 161 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in ITB in Q4 2015 and held it in 1 quarter. The position peaked at $4K in Q4 2015. 145 funds tracked by Wall St. Rank hold ITB as of Q1 2016.

  • Winch Advisory Services reported no remaining iShares US Home Construction ETF position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 161 iShares US Home Construction ETF shares in Q1 2016, an estimated $4K.
  • Winch Advisory Services first reported a position in iShares US Home Construction ETF in Q4 2015 and held it in 1 quarter.
  • Winch Advisory Services's iShares US Home Construction ETF position peaked at $4K in Q4 2015.
  • 145 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.