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

FDx 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
2016
Q4 		– Sell
-16,368
Closed -$659K – 1140
2016
Q3 		$659K Buy
+16,368
New +$561K 0.03% 526

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
NCA
New Century Advisors Chevy Chase, Maryland $82.1M AUM 3.88% 1-Year Est. Return

FDx Advisors's IAT Position: Q4 2016 in Review

FDx Advisors sold out of iShares US Regional Banks ETF (IAT) in Q4 2016, closing a stake of 16,368 shares — an estimated $659K sold.

FDx Advisors first reported a position in IAT in Q3 2016 and held it in 1 quarter. The position peaked at $659K in Q3 2016. 109 funds tracked by Wall St. Rank hold IAT as of Q4 2016.

  • FDx Advisors reported no remaining iShares US Regional Banks ETF position as of Q4 2016 after selling out during the quarter.
  • FDx Advisors sold 16,368 iShares US Regional Banks ETF shares in Q4 2016, an estimated $659K.
  • FDx Advisors first reported a position in iShares US Regional Banks ETF in Q3 2016 and held it in 1 quarter.
  • FDx Advisors's iShares US Regional Banks ETF position peaked at $659K in Q3 2016.
  • 109 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2016.

Based on FDx Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.