Calton & Associates’s iShares US Regional Banks ETF IAT Stock Holding History

Calton & Associates’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 Q1	–	Sell	-167	Closed	-$8K	–	766
2017 Q4	$8K	Buy	+167	New	+$8.01K	﹤0.01%	1123

Other funds holding IAT

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

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

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

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

HCMNY

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

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

Calton & Associates's IAT Position: Q1 2018 in Review

Calton & Associates sold out of iShares US Regional Banks ETF (IAT) in Q1 2018, closing a stake of 167 shares — an estimated $8K sold.

Calton & Associates first reported a position in IAT in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 143 funds tracked by Wall St. Rank hold IAT as of Q1 2018.

Calton & Associates reported no remaining iShares US Regional Banks ETF position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 167 iShares US Regional Banks ETF shares in Q1 2018, an estimated $8K.
Calton & Associates first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 1 quarter.
Calton & Associates's iShares US Regional Banks ETF position peaked at $8K in Q4 2017.
143 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.