Financial Architects (New Jersey)’s iShares US Regional Banks ETF IAT Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-500	Closed	-$22K	–	1556
2017 Q1	$22K	Hold	500	–	–	﹤0.01%	913
2016 Q4	$23K	Buy	+500	New	+$20.2K	0.01%	807
2015 Q3	–	Sell	-1,000	Closed	-$37K	–	526
2015 Q2	$37K	Buy	+1,000	New	+$35.9K	0.01%	496

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Financial Architects (New Jersey)'s IAT Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of iShares US Regional Banks ETF (IAT) in Q2 2017, closing a stake of 500 shares — an estimated $22K sold.

Financial Architects (New Jersey) first reported a position in IAT in Q2 2015 and held it in 3 quarters. The position peaked at $37K in Q2 2015. 112 funds tracked by Wall St. Rank hold IAT as of Q2 2017.

Financial Architects (New Jersey) reported no remaining iShares US Regional Banks ETF position as of Q2 2017 after selling out during the quarter.
Financial Architects (New Jersey) sold 500 iShares US Regional Banks ETF shares in Q2 2017, an estimated $22K.
Financial Architects (New Jersey) first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 3 quarters.
Financial Architects (New Jersey)'s iShares US Regional Banks ETF position peaked at $37K in Q2 2015.
112 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.