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

Fiduciary Trust’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 Q4	–	Sell	-7,028	Closed	-$344K	–	454
2018 Q3	$344K	Hold	7,028	–	–	0.01%	384
2018 Q2	$345K	Buy	+7,028	New	+$360K	0.01%	375
2017 Q3	–	Sell	-3,695	Closed	-$168K	–	474
2017 Q2	$168K	Buy	+3,695	New	+$164K	0.01%	460

Other funds holding IAT

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

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

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

HCMNY

Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fiduciary Trust's IAT Position: Q4 2018 in Review

Fiduciary Trust sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 7,028 shares — an estimated $344K sold.

Fiduciary Trust first reported a position in IAT in Q2 2017 and held it in 3 quarters. The position peaked at $345K in Q2 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

Fiduciary Trust reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
Fiduciary Trust sold 7,028 iShares US Regional Banks ETF shares in Q4 2018, an estimated $344K.
Fiduciary Trust first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 3 quarters.
Fiduciary Trust's iShares US Regional Banks ETF position peaked at $345K in Q2 2018.
116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on Fiduciary Trust's 13F filing for Q4 2018, filed 29 Jan 2019.