Asset Planning Services (Pennsylvania)’s iShares US Regional Banks ETF IAT Stock Holding History

Asset Planning Services (Pennsylvania)’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	-299	Closed	-$14K	–	153
2019 Q3	$14K	Buy	299 +2	+0.7%	+$91	0.01%	189
2019 Q2	$14K	Buy	297 +2	+0.7%	+$91	0.01%	183
2019 Q1	$13K	Buy	295 +1	+0.3%	+$45	0.01%	184
2018 Q4	$12K	Buy	294 +3	+1%	+$136	0.01%	188
2018 Q3	$14K	Buy	291 +3	+1%	+$153	0.01%	181
2018 Q2	$14K	Hold	288	–	–	0.01%	181
2018 Q1	$15K	Buy	288 +1	+0.3%	+$52	0.01%	183
2017 Q4	$14K	Buy	287 +1	+0.3%	+$48	0.01%	188
2017 Q3	$13K	Buy	286 +2	+0.7%	+$90	0.01%	212
2017 Q2	$13K	Buy	284 +1	+0.4%	+$44	0.01%	208
2017 Q1	$13K	Hold	283	–	–	0.01%	207
2016 Q4	$13K	Buy	283 +1	+0.4%	+$40	0.01%	186
2016 Q3	$10K	Buy	282 +2	+0.7%	+$69	0.01%	188
2016 Q2	$9K	Hold	280	–	–	0.01%	205
2016 Q1	$9K	Hold	280	–	–	0.01%	195
2015 Q4	$10K	Hold	280	–	–	0.01%	165
2015 Q3	$9K	Hold	280	–	–	0.01%	163
2015 Q2	$10K	Buy	+280	New	+$10K	0.01%	182

Other funds holding IAT

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

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s IAT Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 299 shares — an estimated $14K sold.

Asset Planning Services (Pennsylvania) first reported a position in IAT in Q2 2015 and held it in 18 quarters. The position peaked at $15K in Q1 2018. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 299 iShares US Regional Banks ETF shares in Q4 2019, an estimated $14K.
Asset Planning Services (Pennsylvania) first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s iShares US Regional Banks ETF position peaked at $15K in Q1 2018.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.