Baird’s iShares US Regional Banks ETF IAT Stock Holding History

Baird’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
2014 Q3	–	Sell	-5,950	Closed	-$206K	–	1132
2014 Q2	$206K	Buy	+5,950	New	+$200K	﹤0.01%	1091

Other funds holding IAT

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $14.2B AUM 20.68% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

BCM

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

Baird's IAT Position: Q3 2014 in Review

Baird sold out of iShares US Regional Banks ETF (IAT) in Q3 2014, closing a stake of 5,950 shares — an estimated $206K sold.

Baird first reported a position in IAT in Q2 2014 and held it in 1 quarter. The position peaked at $206K in Q2 2014. 70 funds tracked by Wall St. Rank hold IAT as of Q3 2014.

Baird reported no remaining iShares US Regional Banks ETF position as of Q3 2014 after selling out during the quarter.
Baird sold 5,950 iShares US Regional Banks ETF shares in Q3 2014, an estimated $206K.
Baird first reported a position in iShares US Regional Banks ETF in Q2 2014 and held it in 1 quarter.
Baird's iShares US Regional Banks ETF position peaked at $206K in Q2 2014.
70 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2014.

Based on Baird's 13F filing for Q3 2014, filed 12 Nov 2014.