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Buffington Mohr McNeal’s iShares US Regional Banks ETF IAT Stock Holding History

Buffington Mohr McNeal’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
Q2 		– Sell
-2,530
Closed -$110K – 209
2019
Q1 		$110K Buy
+2,530
New +$114K 0.04% 142

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Buffington Mohr McNeal's IAT Position: Q2 2019 in Review

Buffington Mohr McNeal sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 2,530 shares — an estimated $110K sold.

Buffington Mohr McNeal first reported a position in IAT in Q1 2019 and held it in 1 quarter. The position peaked at $110K in Q1 2019. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

  • Buffington Mohr McNeal reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
  • Buffington Mohr McNeal sold 2,530 iShares US Regional Banks ETF shares in Q2 2019, an estimated $110K.
  • Buffington Mohr McNeal first reported a position in iShares US Regional Banks ETF in Q1 2019 and held it in 1 quarter.
  • Buffington Mohr McNeal's iShares US Regional Banks ETF position peaked at $110K in Q1 2019.
  • 115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Buffington Mohr McNeal's 13F filing for Q2 2019, filed 31 Jul 2019.