Ausdal Financial Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Ausdal Financial Partners’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 Q4	–	Sell	-4,855	Closed	-$238K	–	310
2018 Q3	$238K	Sell	4,855 -1,375	-22%	-$70.3K	0.07%	332
2018 Q2	$306K	Buy	6,230 +1,375	+28%	+$70.4K	0.09%	273
2018 Q1	$245K	Hold	4,855	–	–	0.09%	292
2017 Q4	$239K	Sell	4,855 -100	-2%	-$4.8K	0.09%	295
2017 Q3	$234K	Sell	4,955 -100	-2%	-$4.52K	0.09%	282
2017 Q2	$230K	Buy	5,055 +100	+2%	+$4.45K	0.1%	264
2017 Q1	$222K	Buy	+4,955	New	+$229K	0.1%	244
2016 Q1	–	Sell	-600	Closed	-$21K	–	588
2015 Q4	$21K	Buy	+600	New	+$21.2K	0.01%	717

Other funds holding IAT

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

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

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

HCMNY

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Ausdal Financial Partners's IAT Position: Q4 2018 in Review

Ausdal Financial Partners sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 4,855 shares — an estimated $238K sold.

Ausdal Financial Partners first reported a position in IAT in Q4 2015 and held it in 8 quarters. The position peaked at $306K in Q2 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Ausdal Financial Partners reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Ausdal Financial Partners sold 4,855 iShares US Regional Banks ETF shares in Q4 2018, an estimated $238K.
Ausdal Financial Partners first reported a position in iShares US Regional Banks ETF in Q4 2015 and held it in 8 quarters.
Ausdal Financial Partners's iShares US Regional Banks ETF position peaked at $306K in Q2 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Ausdal Financial Partners's 13F filing for Q4 2018, filed 11 Feb 2019.