Curi RMB Capital’s iShares US Regional Banks ETF IAT Stock Holding History

Curi RMB Capital’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 Q2	–	Sell	-4,700	Closed	-$237K	–	937
2018 Q1	$237K	Buy	4,700 +600	+15%	+$31.3K	0.01%	785
2017 Q4	$202K	Buy	+4,100	New	+$197K	0.01%	822

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

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

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

Curi RMB Capital's IAT Position: Q2 2018 in Review

Curi RMB Capital sold out of iShares US Regional Banks ETF (IAT) in Q2 2018, closing a stake of 4,700 shares — an estimated $237K sold.

Curi RMB Capital first reported a position in IAT in Q4 2017 and held it in 2 quarters. The position peaked at $237K in Q1 2018. 137 funds tracked by Wall St. Rank hold IAT as of Q2 2018.

Curi RMB Capital reported no remaining iShares US Regional Banks ETF position as of Q2 2018 after selling out during the quarter.
Curi RMB Capital sold 4,700 iShares US Regional Banks ETF shares in Q2 2018, an estimated $237K.
Curi RMB Capital first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 2 quarters.
Curi RMB Capital's iShares US Regional Banks ETF position peaked at $237K in Q1 2018.
137 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2018.

Based on Curi RMB Capital's 13F filing for Q2 2018, filed 13 Aug 2018.