55I LLC’s iShares US Regional Banks ETF IAT Stock Holding History

55I LLC’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-6,523	Closed	-$304K	–	146
2019 Q3	$304K	Buy	+6,523	New	+$297K	0.15%	98

Other funds holding IAT

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

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

55I LLC's IAT Position: Q4 2019 in Review

55I LLC sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 6,523 shares — an estimated $304K sold.

55I LLC first reported a position in IAT in Q3 2019 and held it in 1 quarter. The position peaked at $304K in Q3 2019. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

55I LLC reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
55I LLC sold 6,523 iShares US Regional Banks ETF shares in Q4 2019, an estimated $304K.
55I LLC first reported a position in iShares US Regional Banks ETF in Q3 2019 and held it in 1 quarter.
55I LLC's iShares US Regional Banks ETF position peaked at $304K in Q3 2019.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on 55I LLC's 13F filing for Q4 2019, filed 14 Jan 2020.