Fiduciary Trust International of Pennsylvania’s iShares US Regional Banks ETF IAT Stock Holding History

Fiduciary Trust International of Pennsylvania’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
2019 Q4	–	Sell	-6,220	Closed	-$290K	–	336
2019 Q3	$290K	Sell	6,220 -1,400	-18%	-$63.7K	0.01%	337
2019 Q2	$350K	Buy	+7,620	New	+$348K	0.01%	321
2018 Q2	–	Sell	-17,770	Closed	-$895K	–	355
2018 Q1	$895K	Sell	17,770 -785	-4%	-$41K	0.04%	251
2017 Q4	$915K	Buy	+18,555	New	+$890K	0.04%	253
2017 Q3	–	Sell	-87,967	Closed	-$4.01M	–	356
2017 Q2	$4.01M	Sell	87,967 -1,745	-2%	-$77.6K	0.2%	135
2017 Q1	$4.02M	Buy	89,712 +12,887	+17%	+$595K	0.3%	99
2016 Q4	$3.49M	Buy	+76,825	New	+$3.11M	0.28%	105

Other funds holding IAT

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

BCM

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fiduciary Trust International of Pennsylvania's IAT Position: Q4 2019 in Review

Fiduciary Trust International of Pennsylvania sold out of iShares US Regional Banks ETF (IAT) in Q4 2019, closing a stake of 6,220 shares — an estimated $290K sold.

Fiduciary Trust International of Pennsylvania first reported a position in IAT in Q4 2016 and held it in 7 quarters. The position peaked at $4.02M in Q1 2017. 111 funds tracked by Wall St. Rank hold IAT as of Q4 2019.

Fiduciary Trust International of Pennsylvania reported no remaining iShares US Regional Banks ETF position as of Q4 2019 after selling out during the quarter.
Fiduciary Trust International of Pennsylvania sold 6,220 iShares US Regional Banks ETF shares in Q4 2019, an estimated $290K.
Fiduciary Trust International of Pennsylvania first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 7 quarters.
Fiduciary Trust International of Pennsylvania's iShares US Regional Banks ETF position peaked at $4.02M in Q1 2017.
111 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2019.

Based on Fiduciary Trust International of Pennsylvania's 13F filing for Q4 2019, filed 8 Jan 2020.