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Brookstone Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Brookstone Capital Management’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
-230,663
Closed -$10.5M – 264
2016
Q4 		$10.5M Buy
+230,663
New +$9.34M 1.15% 19
2015
Q4 		– Sell
-302
Closed -$10K – 478
2015
Q3 		$10K Sell
302
-27,397
-99% -$974K ﹤0.01% 1116
2015
Q2 		$1.01M Buy
+27,699
New +$993K 0.13% 99

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $377B AUM 19.32% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Brookstone Capital Management's IAT Position: Q1 2017 in Review

Brookstone Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2017, closing a stake of 230,663 shares — an estimated $10.5M sold.

Brookstone Capital Management first reported a position in IAT in Q2 2015 and held it in 3 quarters. The position peaked at $10.5M in Q4 2016. 124 funds tracked by Wall St. Rank hold IAT as of Q1 2017.

  • Brookstone Capital Management reported no remaining iShares US Regional Banks ETF position as of Q1 2017 after selling out during the quarter.
  • Brookstone Capital Management sold 230,663 iShares US Regional Banks ETF shares in Q1 2017, an estimated $10.5M.
  • Brookstone Capital Management first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 3 quarters.
  • Brookstone Capital Management's iShares US Regional Banks ETF position peaked at $10.5M in Q4 2016.
  • 124 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2017.

Based on Brookstone Capital Management's 13F filing for Q1 2017, filed 28 Apr 2017.