Canada Life’s iShares US Regional Banks ETF IAT Stock Holding History

Canada Life’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 Q2	–	Sell	-1,965	Closed	-$69K	–	2431
2014 Q1	$69K	Hold	1,965	–	–	﹤0.01%	1603
2013 Q4	$65K	Hold	1,965	–	–	﹤0.01%	1645
2013 Q3	$59K	Hold	1,965	–	–	﹤0.01%	1028
2013 Q2	$57K	Buy	+1,965	New	+$54.3K	﹤0.01%	667

Other funds holding IAT

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCM

Donaldson Capital Management Evansville, Indiana $3.09B AUM 21.24% 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

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

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

NCA

New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

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

BCM

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

Canada Life's IAT Position: Q2 2014 in Review

Canada Life sold out of iShares US Regional Banks ETF (IAT) in Q2 2014, closing a stake of 1,965 shares — an estimated $69K sold.

Canada Life first reported a position in IAT in Q2 2013 and held it in 4 quarters. The position peaked at $69K in Q1 2014. 72 funds tracked by Wall St. Rank hold IAT as of Q2 2014.

Canada Life reported no remaining iShares US Regional Banks ETF position as of Q2 2014 after selling out during the quarter.
Canada Life sold 1,965 iShares US Regional Banks ETF shares in Q2 2014, an estimated $69K.
Canada Life first reported a position in iShares US Regional Banks ETF in Q2 2013 and held it in 4 quarters.
Canada Life's iShares US Regional Banks ETF position peaked at $69K in Q1 2014.
72 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2014.

Based on Canada Life's 13F filing for Q2 2014, filed 6 Aug 2014.