First Allied Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

First Allied Advisory Services’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
2020 Q3	$201K	Sell	6,140 -100	-2%	-$3.38K	0.01%	1074
2020 Q2	$211K	Buy	+6,240	New	+$204K	0.01%	978
2020 Q1	–	Sell	-9,377	Closed	-$477K	–	1136
2019 Q4	$477K	Sell	9,377 -106	-1%	-$5.17K	0.02%	731
2019 Q3	$444K	Sell	9,483 -106	-1%	-$4.83K	0.02%	718
2019 Q2	$440K	Sell	9,589 -7,097	-43%	-$324K	0.02%	728
2019 Q1	$724K	Buy	16,686 +3	+0%	+$135	0.02%	545
2018 Q4	$664K	Sell	16,683 -346	-2%	-$15.7K	0.03%	523
2018 Q3	$835K	Buy	17,029 +4,003	+31%	+$205K	0.03%	528
2018 Q2	$639K	Sell	13,026 -3,998	-23%	-$205K	0.02%	588
2018 Q1	$859K	Buy	17,024 +1,002	+6%	+$52.4K	0.03%	493
2017 Q4	$790K	Sell	16,022 -9,033	-36%	-$433K	0.03%	507
2017 Q3	$1.18M	Sell	25,055 -55	-0.2%	-$2.49K	0.05%	372
2017 Q2	$1.15M	Buy	25,110 +12,542	+100%	+$558K	0.05%	381
2017 Q1	$563K	Sell	12,568 -18,960	-60%	-$875K	0.03%	545
2016 Q4	$1.43M	Buy	31,528 +18,487	+142%	+$748K	0.07%	288
2016 Q3	$459K	Sell	13,041 -27	-0.2%	-$926	0.02%	595
2016 Q2	$420K	Sell	13,068 -915	-7%	-$30.5K	0.02%	611
2016 Q1	$442K	Sell	13,983 -400	-3%	-$12.5K	0.02%	590
2015 Q4	$494K	Sell	14,383 -809	-5%	-$28.5K	0.03%	584
2015 Q3	$508K	Sell	15,192 -19,019	-56%	-$676K	0.03%	558
2015 Q2	$1.25M	Buy	34,211 +3,508	+11%	+$126K	0.06%	341
2015 Q1	$1.06M	Buy	30,703 +16,464	+116%	+$560K	0.07%	332
2014 Q4	$486K	Sell	14,239 -2,000	-12%	-$67.4K	0.04%	534
2014 Q3	$534K	Sell	16,239 -8,078	-33%	-$272K	0.04%	490
2014 Q2	$834K	Sell	24,317 -27,676	-53%	-$932K	0.06%	374
2014 Q1	$1.79M	Buy	51,993 +9,004	+21%	+$301K	0.13%	185
2013 Q4	$1.42M	Buy	42,989 +25,020	+139%	+$789K	0.11%	222
2013 Q3	$534K	Sell	17,969 -9,296	-34%	-$285K	0.03%	506
2013 Q2	$803K	Buy	+27,265	New	+$753K	0.06%	320

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

First Allied Advisory Services's IAT Position: Q3 2020 in Review

First Allied Advisory Services reduced its iShares US Regional Banks ETF (IAT) stake by 1.6% in Q3 2020, selling an estimated $3.38K and leaving 6,140 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #1074.

First Allied Advisory Services first reported a position in IAT in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.79M in Q1 2014. 93 funds tracked by Wall St. Rank hold IAT as of Q3 2020.

First Allied Advisory Services held 6,140 shares of iShares US Regional Banks ETF worth $201K as of Q3 2020.
First Allied Advisory Services sold 100 iShares US Regional Banks ETF shares in Q3 2020, an estimated $3.38K.
iShares US Regional Banks ETF made up 0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1074 holding.
First Allied Advisory Services first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 29 quarters since.
First Allied Advisory Services's iShares US Regional Banks ETF position peaked at $1.79M in Q1 2014.
93 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.