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Crosspoint Capital Strategies’s iShares US Regional Banks ETF IAT Stock Holding History

Crosspoint Capital Strategies’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
2017
Q2 		– Sell
-53
Closed -$2K – 151
2017
Q1 		$2K Hold
53
– – ﹤0.01% 99
2016
Q4 		$2K Buy
+53
New +$2.15K ﹤0.01% 109
2016
Q1 		– Sell
-150
Closed -$5K – 434
2015
Q4 		$5K Buy
+150
New +$5.29K ﹤0.01% 809
2014
Q4 		– Sell
-235
Closed -$8K – 705
2014
Q3 		$8K Buy
+235
New +$7.9K 0.01% 387

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Crosspoint Capital Strategies's IAT Position: Q2 2017 in Review

Crosspoint Capital Strategies sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 53 shares — an estimated $2K sold.

Crosspoint Capital Strategies first reported a position in IAT in Q3 2014 and held it in 4 quarters. The position peaked at $8K in Q3 2014. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

  • Crosspoint Capital Strategies reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
  • Crosspoint Capital Strategies sold 53 iShares US Regional Banks ETF shares in Q2 2017, an estimated $2K.
  • Crosspoint Capital Strategies first reported a position in iShares US Regional Banks ETF in Q3 2014 and held it in 4 quarters.
  • Crosspoint Capital Strategies's iShares US Regional Banks ETF position peaked at $8K in Q3 2014.
  • 112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on Crosspoint Capital Strategies's 13F filing for Q2 2017, filed 1 Aug 2017.