Clear Perspective Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Clear Perspective Advisors’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 Q3	–	Sell	-533	Closed	-$26K	–	267
2018 Q2	$26K	Hold	533	–	–	0.02%	296
2018 Q1	$27K	Hold	533	–	–	0.02%	284
2017 Q4	$26K	Sell	533 -16	-3%	-$768	0.02%	275
2017 Q3	$26K	Buy	549 +16	+3%	+$723	0.02%	271
2017 Q2	$24K	Sell	533 -700	-57%	-$31.1K	0.02%	276
2017 Q1	$55K	Buy	1,233 +250	+25%	+$11.5K	0.04%	205
2016 Q4	$45K	Buy	+983	New	+$39.8K	0.03%	209

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

SFI

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Clear Perspective Advisors's IAT Position: Q3 2018 in Review

Clear Perspective Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2018, closing a stake of 533 shares — an estimated $26K sold.

Clear Perspective Advisors first reported a position in IAT in Q4 2016 and held it in 7 quarters. The position peaked at $55K in Q1 2017. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2018.

Clear Perspective Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 533 iShares US Regional Banks ETF shares in Q3 2018, an estimated $26K.
Clear Perspective Advisors first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's iShares US Regional Banks ETF position peaked at $55K in Q1 2017.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.