Claraphi Advisory Network’s iShares US Regional Banks ETF IAT Stock Holding History

Claraphi Advisory Network’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 Q4	–	Sell	-68	Closed	-$3K	–	282
2019 Q3	$3K	Buy	+68	New	+$3.1K	﹤0.01%	372
2018 Q3	–	Sell	-4,351	Closed	-$214K	–	275
2018 Q2	$214K	Hold	4,351	–	–	0.14%	227
2018 Q1	$219K	Sell	4,351 -2,666	-38%	-$139K	0.16%	214
2017 Q4	$346K	Buy	+7,017	New	+$337K	0.27%	111

Other funds holding IAT

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

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Claraphi Advisory Network's IAT Position: Q4 2019 in Review

Claraphi Advisory Network sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 68 shares — an estimated $3K sold.

Claraphi Advisory Network first reported a position in IAT in Q4 2017 and held it in 4 quarters. The position peaked at $346K in Q4 2017. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

Claraphi Advisory Network reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
Claraphi Advisory Network sold 68 iShares US Regional Banks ETF shares in Q4 2019, an estimated $3K.
Claraphi Advisory Network first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 4 quarters.
Claraphi Advisory Network's iShares US Regional Banks ETF position peaked at $346K in Q4 2017.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Claraphi Advisory Network's 13F filing for Q4 2019, filed 13 Feb 2020.