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

Ballentine 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
2017
Q1 		– Sell
-200
Closed -$9K – 263
2016
Q4 		$9K Buy
+200
New +$8.1K ﹤0.01% 191

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Ballentine Partners's IAT Position: Q1 2017 in Review

Ballentine Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2017, closing a stake of 200 shares — an estimated $9K sold.

Ballentine Partners first reported a position in IAT in Q4 2016 and held it in 1 quarter. The position peaked at $9K in Q4 2016. 123 funds tracked by Wall St. Rank hold IAT as of Q1 2017.

  • Ballentine Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2017 after selling out during the quarter.
  • Ballentine Partners sold 200 iShares US Regional Banks ETF shares in Q1 2017, an estimated $9K.
  • Ballentine Partners first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 1 quarter.
  • Ballentine Partners's iShares US Regional Banks ETF position peaked at $9K in Q4 2016.
  • 123 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2017.

Based on Ballentine Partners's 13F filing for Q1 2017, filed 15 May 2017.