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D.A. Davidson & Co’s iShares US Regional Banks ETF IAT Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-200
Closed -$9K – 1500
2017
Q2 		$9K Hold
200
– – ﹤0.01% 2065
2017
Q1 		$8K Buy
+200
New +$9.23K ﹤0.01% 2081

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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 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

D.A. Davidson & Co's IAT Position: Q3 2017 in Review

D.A. Davidson & Co sold out of iShares US Regional Banks ETF (IAT) in Q3 2017, closing a stake of 200 shares — an estimated $9K sold.

D.A. Davidson & Co first reported a position in IAT in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q2 2017. 103 funds tracked by Wall St. Rank hold IAT as of Q3 2017.

  • D.A. Davidson & Co reported no remaining iShares US Regional Banks ETF position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 200 iShares US Regional Banks ETF shares in Q3 2017, an estimated $9K.
  • D.A. Davidson & Co first reported a position in iShares US Regional Banks ETF in Q1 2017 and held it in 2 quarters.
  • D.A. Davidson & Co's iShares US Regional Banks ETF position peaked at $9K in Q2 2017.
  • 103 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.