Advisors Preferred’s iShares US Regional Banks ETF IAT Stock Holding History

Advisors Preferred’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
2018 Q3	–	Sell	-779	Closed	-$38K	–	210
2018 Q2	$38K	Sell	779 -1,166	-60%	-$59.7K	0.02%	174
2018 Q1	$98K	Buy	1,945 +1,548	+390%	+$80.9K	0.05%	121
2017 Q4	$20K	Buy	+397	New	+$19K	0.01%	166
2017 Q2	–	Sell	-774	Closed	-$35	–	233
2017 Q1	$35	Sell	774 -1,020	-57%	-$47.1K	0.02%	138
2016 Q4	$81K	Buy	+1,794	New	+$72.6K	0.04%	108
2016 Q1	–	Sell	-750	Closed	-$26K	–	226
2015 Q4	$26K	Buy	+750	New	+$26.5K	0.01%	114
2015 Q3	–	Sell	-3,123	Closed	-$114K	–	221
2015 Q2	$114K	Buy	3,123 +650	+26%	+$23.3K	0.06%	86
2015 Q1	$86.2K	Sell	2,473 -724	-23%	-$24.6K	0.05%	109
2014 Q4	$112K	Buy	3,197 +2,935	+1,120%	+$99K	0.05%	168
2014 Q3	$8.68K	Buy	+262	New	+$8.81K	0.01%	200
2014 Q2	–	Sell	-46,820	Closed	-$1.64M	–	370
2014 Q1	$1.64M	Sell	46,820 -16,691	-26%	-$558K	0.75%	50
2013 Q4	$2.1M	Buy	+63,511	New	+$2M	1.16%	27

Other funds holding IAT

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

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

SFI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

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

RJA

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

Advisors Preferred's IAT Position: Q3 2018 in Review

Advisors Preferred sold out of iShares US Regional Banks ETF (IAT) in Q3 2018, closing a stake of 779 shares — an estimated $38K sold.

Advisors Preferred first reported a position in IAT in Q4 2013 and held it in 12 quarters. The position peaked at $2.1M in Q4 2013. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2018.

Advisors Preferred reported no remaining iShares US Regional Banks ETF position as of Q3 2018 after selling out during the quarter.
Advisors Preferred sold 779 iShares US Regional Banks ETF shares in Q3 2018, an estimated $38K.
Advisors Preferred first reported a position in iShares US Regional Banks ETF in Q4 2013 and held it in 12 quarters.
Advisors Preferred's iShares US Regional Banks ETF position peaked at $2.1M in Q4 2013.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2018.

Based on Advisors Preferred's 13F filing for Q3 2018, filed 25 Oct 2018.